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goal is to help our clients achieve their testamentary objectives (including business succession, retirement planning and charitable objectives) and to minimize taxes in achieving those objectives.
The commencement of the estate planning process begins with an initial discussion of our clients’ estate planning objectives and an analysis of present and future assets, liabilities, income, and expenses. Detailed consideration is given to tax and probate ramifications, including a calculation of the projected federal and state estate taxes, generation-skipping transfer taxes, gift taxes.