Wealth Protection

Budgeting & keeping your financials in check is not the most enjoyable task on the planet, but it’s a necessary one nonetheless.

Many Estates are still subject to state estate taxes (and some are still subject to deferral estate taxes). Some of these will not have sufficient liquidity (cash) to pay estate taxes when due.

All of us face varying degrees of risk. Proper legal structuring can help minimize your risk exposure and shield your assets from that risk.

It is likely that you make donations to various charities throughout the year. Make sure that you get credit for these donations when Tax Day arrives.