Planning for wealth preservation and passing what you've worked so hard for to your heirs requires competent planning. Most people know that they have to do this planning; yet they postpone it as long as possible. We feel that it does not have to be an unpleasant experience. Once you realize that doing nothing means giving as much as half or more of your assets to the government in estate taxes taking action is much easier.
The key to estate preservation is a good plan. However there are ways to reduce tax after the fact when no plan was ever implemented. We have developed alliances with attorneys specializing in estate planning, elder law and trust creation to give you all the tools needed to keep what you've earned. We have prepared many estate tax returns minimizing the amount of tax paid. If you feel this is something that you could use please call now for a consultation.