| 1. |
We work with you to determine precisely
how you want your assets to be distributed to your heirs
upon your death. |
| 2. |
We do estate tax analysis to determine if you have
an estate tax liability, and how it may be reduced, eliminated,
or paid most economically. |
| 3. |
Finally, we make recommendations as to the type of
trust you may want to consider if you do not already have
this work done. As needed, we make recommendations to qualified
local estate planning attorneys. |
