Estate Planning and Compliance

Too often, poor trust and estate planning leaves a person’s lifetime work in the hands of a probate judge and the U.S. Government. Trust and estate planning is something everyone at any age needs to consider.

Gumbiner Savett Inc. can provide a comprehensive plan to protect a family’s assets so that spouses, children and future generations have a steady income. We assist individuals and families in avoiding probate court, lower inheritance and capital gains taxes, thereby minimizing future financial uncertainties.

Estate Planning and Compliance Services:

• Estate determination
• Probate avoidance strategies
• Tax reduction
• Retirement account establishment
• Considerations for children
• Special considerations for businesses
• Planning for the unexpected
• Lifetime gifting strategies
• Charitable giving strategies