Estate & Gift Tax Planning

We assume you want to control your closely held business and other estate assets. Entrepreneurs increase control of their assets and peace of mind when they realize multi-million dollar tax savings, family wealth beyond the reach of outsiders (creditors, lawsuits, divorce settlements), and controlled wealth distributions.

By designing your estate plans now, you can assure the effective and efficient transfer of your financial capital.

Planning tools today are sophisticated and require a combination of strategies including:

Click on the links below for an article pertaining to the bullet points.


Our planning process is designed to increase your comfort in making decisions about and properly integrating these planning tools.

With you and your advisors, we listen, design, implement, and maintain your preferences.