Estate Planning
You may be considering a broader scenario than just purchasing a Long Term Care Policy. You may have one or more of the following concerns:
- New York Estate Tax
- Federal Estate Tax
- Income Tax heirs will have to pay
We can help you address these concerns so you hard earned dollars go where you want them to go.
We can help you (along with your estate planning team) design strategies that involve:
- Wills
- Trusts
- Asset Transfer
- Life Insurance
- Buy Sell Agreements
We do not practice law, accounting or tax preparation. But we can help you on the more sophisticated and complicated cases were a team of professionals needs to be involved. We can interface with the team you have already built or point you in the right direction if you need an attorney or accountant, or tax preparer.
