Did you know that without an estate plan you run the risk that your property
and assets could be mismanaged or even lost? We help our clients achieve their personal goals, while maximizing their economic interests
and minimizing or deferring their tax obligations.
- Estate asset and liquidity analysis
- Family wealth transfers
- Business succession planning
- Planning for asset protection
- Charitable transfers
- Federal estate tax planning and preparation
of all types of estate tax returns.
Regardless of your net worth, it’s essential to have an estate plan
in place. When it’s time to plan for your family’s future,
it’s time to talk to Payne Nickles.