Estate Planning

You’ve built a legacy that you want to pass on to your children and grandchildren. Without effective estate and financial planning, your hard work may be for naught. If you want to ensure that your estate is allocated per your wishes then you must have a clear plan in place.

Prather Kalman, PC’s team of trust and estate professionals, planning analysts, tax specialists, and wealth planning experts will work side-by-side with you to determine your needs. This process often includes analyzing your will, reviewing insurance policies and retirement plans, anticipating current and projected family needs, discussing philanthropic goals, conducting business valuations, and defining business succession plans.

After we have a clear picture of what your wishes are, we then develop an integrated estate plan designed to preserve your assets, minimize your beneficiaries’ tax burden, and ensure your family’s future well-being. Your estate plan will utilize an assortment of planning vehicles such as family limited partnerships, gifts, trusts, and charitable entities -- all tailored to your wishes and financial situation.

Our estate planning services include:

Assisting with defining your goals and objectives
Estimating net worth
Preserving wealth
Charitable giving plan strategy
Minimizing estate and other tax liabilities
Selecting trust options
Maximizing trust, gifting, and planned giving benefits
Tax compliance for trusts and gift planning
Planning efficient transfer of your assets
Monitoring and adjusting your estate plan as needs change

At Prather Kalman, PC, we keep abreast of federal estate tax regulations and advise you on how best to leverage all available tax breaks. When you are ready to start planning your estate, contact us. Our goal is to ensure that more money goes into your intended beneficiaries’ pockets rather than losing it to estate taxes or administrative costs.