It doesn’t take long to deplete assets when confronted with the need for long-term care, medical expenses or other unforeseen demands. Additionally, estate taxes can greatly diminish the size of your estate upon your death, decreasing the amount of wealth passing to your family. The greater your assets, the more challenging it becomes to safeguard your wealth. Our team of highly experienced professionals, including in-house counsel that is both a CPA and lawyer, are here to help safeguard your assets. Our experts use sophisticated tax planning strategies and tools to create a customized estate plan you can easily modify over time as your situation and needs evolve.
Are you ready to speak with one of our Estates and trusts team members? Contact PKS today to get started.