FINRA's BrokerCheck

Estate & Gift Tax

We offer strategies to minimize estate, gift, income and generation skipping taxes using sophisticated planning techniques.
  • Advisory services (for compliance of documents and fiduciary responsibilities)
  • Financial services (family member trustees/alternatives to bank trusts)
  • Life insurance reviews (ILIT & TOLI)
  • Principal and income accounting
  • Structured settlements
  • Tax compliance