"Estate shrinkage" can be a serious problem for many American Families. If you don't take care of your estate, the IRS will.

Karen Carpenter's estate of $6 million "shrank" by 58%. When Elvis Presley died in 1977, his estate was valued at more than $10 million, yet his heirs received less than $3 million.  In the case of Marilyn Monroe, her wealth ended up with a woman whith whom she had never even met!

What is the common problem in these celebrities' estate affairs? Lack of planning!

Without proper estate planning, a significant amount of your estate could go to the IRS. The highest estate tax bracket has traditionally been between 45% to as much as 55%.  

Estate planning is applicable to everyone who owns assets. There are a variety of options for high net-worth individuals to reduce their overall estate taxes. For example: Insurance Trust, Charitable Trust, Family Partnership, Multi-Generation Trust, etc. 

We can help with your Estate Planning:

• Learn about your Estate Planning wishes
• Review your existing Estate Planning Documents
• Recommend strategies to reduce your potential Estate tax burden
• Work in collaboration with your Estate Attorney to complete the implementation process