Estate Tax Planning

When it comes to estate planning, it is never too early to begin and never too late to stop.  We never know what waits around the next turn in the road.  Isn't it sensible that you and your family know exactly what will happen to them financially if a tragic event occurs?  The process should begin during a person's younger years, planning for a spouse's maintenance and children's college tuition.  Your plan should be looked at periodically as your financial situation evolves and your loved ones' needs change.  With estate tax rates being so significant, early and careful planning will result in your heirs receiving the benefits of the assets you worked so hard to build and preserve.  We are here to discuss with you the various strategies and options that you can employ to meet your goals.


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(212) 730-1112