Lifetime Planning

Decisions about the preservation and transfer of assets become more complex as a person’s estate grows.

It is necessary and important to plan for the impact of estate, gift and generation skipping transfer taxes, as well as the transfer of assets and the care and support of loved ones. Lifetime planning should include consideration of gifting strategies, a variety of irrevocable trusts, charitable giving, business and real property ownership, management and succession, and valuation strategies.

In lifetime planning, our Trusts and Estates Group focuses on appropriate devices to insure the proper management of assets during the client’s lifetime, fulfilling philanthropic goals, providing financial assistance to children and grandchildren and reducing the value of the taxable estate when appropriate and consistent with the goals of the client.