We assess each client’s individual situation and customize recommendations based upon a variety of factors. To arrive at recommendations, which can be simple or sophisticated, we review the client’s personal, family and financial circumstances, net worth, composition and ownership of assets, beneficiary designations, and any wills, trusts, and related documents that are currently in place. In making recommendations and preparing documents relating to estate planning and wealth preservation, we consider and discuss the impact of applicable laws that bear on estate, gift, income and generation skipping taxes. By taking the time to fully assess each client’s situation and desires communicated to us, our experienced lawyers endeavor to recommend an understandable plan that is an appropriate “fit” for each individual.
For additional information on estate and transfer tax planning, contact the following McGee & Oxford attorney(s):