Estate and Gift Planning Package
Below are some of the topics we can help with.

Estate Planning
Understand how estate taxes are calculated in the state you reside and determine if planning is necessary.

Domicile Management
Uncover the states that have favorable tax regimes for retirees.

SSA
Determine the options available to the surviving spouse to be sure the highest benefits are paid.

Inheriting an IRA
Discover the complexities of inheriting a retirement account and how to plan for your beneficiaries.

Charitable Donations
Determine how to provide for your philanthropic causes after you have passed.