Guide clients, who possess property in the U.S. and/or overseas, through the process of estate planning—coordinating financial affairs to secure the greatest economic security for clients and their families.
- A well-designed estate plan provides not only for the orderly transfer of assets at the estate owner’s death, but also takes into account the need for retirement income and the possibility of mental or physical disability.
- The size of an estate has some impact on the complexity of the procedures, but the importance of planning is no greater for large estates than for those of modest size. Assist individuals, who possess property in the U.S. and/or overseas, to determine whether they will need to pay estate taxes. If clients would be required to pay estate taxes, we can offer suggestions about how to minimize or avoid those taxes.