Estate Planning
If you have a family and/or assets, you need an estate plan. We have estate attorneys on staff, or we can work with your estate attorney to help you pass on a tax-advantaged legacy to your heirs and/or charities, documenting your desires for a stress-free transfer of wealth which can bypass probate. We can provide tax-advantaged estate planning, including wills, trusts, family foundations, family limited partnerships and other complex entities.
- Wills
- Pour-over Wills
- Special Needs Planning
- Living Wills / Healthcare Directives
- Powers of Attorney
- Trusts
- Foundations
- Charitable Giving
- Generational Estate Tax Planning
- Tax-Advantaged Life Insurance
Get a Free Tax & Wealth Review
One of the most important ways we help people—especially people with high income and high net worth—is through tax-efficient planning and methodology. We have saved clients literally thousands of dollars. Watch our founder, Tatyana Bunich, discuss these important topics:
Protecting Your Inheritance and Your Legacy
How you set up your estate plan matters when it comes to leaving a tax-advantaged legacy. We can help you and future generations.
Using Charitable Contributions
How to make a difference in the world by funding your chosen nonprofits while mitigating taxes on your tax return.
That’s why we built the Keep-More Wealth Plan™ — a simple, proven approach to help you:
Keep more of what you earn
Build reliable income for life
Protect your family’s future
