Estate Tax Planning

Generational asset transfer planning is a composite of business continuation, wealth preservation and tax saving tools.  We have successfully planned multi generational asset transfers which maintain wealth and reduce and in some cases, eliminate federal and state estate tax.  We follow through the entire process to completion of all tax returns.  We work with and have decades long relationships with some of the premier estate planning attorneys, investment advisors and insurance agent/advisors in New York State.  These alliances result in seamless team crafting your estate tax plan based on your objectives.


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