Tax & Estate Planning

You worked hard to create the wealth you have attained. It is now time to make sure your estate plan can protect it, not simply for you and your spouse, but for generations to come. At Family Office Research, we will guide you through the process of conducting an independent review of your current estate plan. The comprehensive review includes:

  • Living Wills, Powers of Attorney and Advanced Medical Directives
  • Living Trusts
  • Insurance Trusts
  • Family Limited Partnerships
  • Grantor Trusts

Our office, along with a highly experienced tax and estate attorney, will then present recommendations on how you can best protect your wealth as you transfer it to following generations and/or favored charities. The findings will not only deal with protecting your estate by minimizing taxes, but also forming the appropriate structures to protect it from potential creditors – current and future.

The best planning in the world doesn’t mean anything if it isn’t implemented properly. Our office will be there to help you implement your estate plan efficiently and correctly.