The process begins with an informative discussion with our dedicated consultants about preserving your wealth and future wishes. This includes addressing sensitive topics such as mortality and disability, family relationships, wealth preservation, crafting your legacy and tax related issues.
Weinstein Spira has an understandable and effective approach to Estate Tax Planning. Some of the services that we offer include:
- Integrated business and estate planning, including structuring family limited partnerships, limited liability companies or S Corps
- Trust selection and implementation
- Consultation on wills, power of attorney and executor and trustee appointments
- Estate tax and gift tax planning
- Tax return preparation and income tax planning
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