Estate Planning

Michael knows you’ve worked hard to build your estate, and while you continue to watch it grow, Michael can help you plan for the future. If you want to ensure that your heirs benefit from your estate, careful planning of the transfer and conditions for transfer must be outlined.

Even if you’re still accumulating wealth, it is important to outline the proper distribution of your estate in order to have a proper tax plan. If you’re wondering how Michael can help, here’s a list of services he provides:

  • Estate tax planning
  • Trust tax planning
  • Multi-generational trust tax planning
  • Charitable contribution planning

With estate planning Michael can help minimize your tax liability, ensure your support of charitable organizations, and make sure your wealth ends up in the right hands.