Estate planning


2022 IRS COLA Limits





Protect Your Assets

Many people rarely take the necessary steps to protect the hard-earned assets they spend a lifetime building. Several of the same programs designed to create wealth during life are economically harmful at death. Proper estate planning helps protect an individual’s assets and assists in adequately accomplishing objectives for the distribution of his or her estate.

Our estate planning professionals coordinate their expertise and resourced to balance current and future tax liabilities to provide estate liquidity. Our goal is to develop plans that balance today’s income and cash flow needs while reducing any estate erosion at death. For most closely held business owners, a considerable amount of their net worth is often invested in their businesses. We have several strategies to help ensure an orderly, sensible and timely transfer of those assets.