Estate Planning

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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.