Estate Tax Planning

Depending on the size of your net estate, the current laws may allow the federal government to impose an estate tax of up to 45%. We work with clients to develop asset preservation plans that properly provide for future generations.

Our team of estate planning professionals realizes that knowledge of the law is only part of putting together a successful plan. We'll spend countless hours with you to gain a complete understanding of your goals and circumstances. As a team with your financial advisors and attorneys, we design a plan and implement strategies tailored specifically for you.

It's never too soon to think about estate planning. Some of our most successful strategies can take years to be fully implemented, so proper timing is essential.

Estate planning is more than ensuring your children and grandchildren are taken care of. It's also about having peace of mind, and knowing that your hard work has helped your family for years to come.

Our Estate Tax Planning Specialists:

Brad Balmuth

John Szczomak

Vincent (Vince) Vienna

Thomas (Tom) Cole

John Mitros

Saul Lupin

Lawrence (Larry) Biel