SOMETIMES IT'S PERSONAL.
BIG ENOUGH TO SERVE YOU. SMALL ENOUGH TO KNOW YOU.
Estate planning and wealth transfer often go hand in hand. A good estate plan considers lifetime gifts as well as protecting your assets after death. You have worked hard to build your wealth and it should be distributed to those you care most about when and how you want. There are strategies for transitioning wealth during your lifetime to family, friends, and charities that can help reduce your estate tax burden.
Tax Day comes fast!