Estate and Personal Tax Planning

Successful estate and personal tax planning is much more than drafting a Will or similar estate planning documents. Successful planning strategies can minimize a client’s exposure to income, estate, gift and generation-skipping taxes. Led by Marianna Batie, H&B has years of experience in working one-on-one with its clients to develop unique estate plans that meet the specific needs of each client. Careful estate planning may involve the implementation of the program of tax effective giving to family members, the establishment of a plan of succession for a family business, or use of charitable giving techniques such as charitable trusts or private foundations. H&B assists clients in their planning for estates of all sizes and levels of complexity.