Estate Planning
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. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Services include:
- 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.