Our approach is to assist individuals, business owners and families determine and help achieve their estate, gift and wealth preservation objectives. BSE's goal is to educate and counsel you on specific estate planning and asset protection strategies that are available. As part of our service, we counsel our clients on business succession planning. Our tax professionals can help cut through the myriad of confusing options and get to the matters that count…accomplishing your planning goals and saving taxes. We are well versed in preparing and filing any estate, gift or trust returns as well as applying all planning techniques that are available. We assist families in gathering the information necessary to make informed decisions in meeting their objectives.
Services and planning tools:
Assistance in determining client goals and objectives
Planning for reduction or deferral of estate and gift taxes
Optimizing the use of federal and state credits available to minimize estate taxes
Preparation of estate, trust and gift tax returns
Assisting your advisors in will and trust design
Business entity planning such as family limited partnerships
Planning for the surviving spouse
Business succession planning
Maximizing the benefit of gifting
Charitable planning
Grantor retained annuity trusts and unitrusts
Limited term grantor retained annuity trusts
Qualified personal residence trusts
Irrevocable life insurance trusts
Generation skipping trusts
March 2008
A SUMMARY OF CUTTING EDGE INFORMATION FOR YOUR BUSINESS AND YOUR LIFE
The BSE LETTER is a concise summary of some of the most important and recent information concerning all aspects of your business and the world in which we live. It is prepared exclusively...read more
