Estate & Tax Planning

Estate Planning is a complex undertaking.

Achieving your objectives of passing on your wealth to your heirs in the most efficient and effective way possible requires more than just a simple will. This is especially true if one of your goals is to protect your assets from estate taxes, creditors, and potential legal judgments.

In many ways, estate planning is concerned with the transfer of accumulated wealth or property to your heirs, either during life or at death. Our job is to help you accomplish your goals in the most efficient and effective way so that your hard earned assets are distributed to the people you choose and in the right vehicle.

We frequently say, “You cannot plan in a vacuum”. This means that you cannot make these important decisions piece meal. In order to properly plan your estate, you must take into account all your goals and objectives and how they fit together.

Our responsibility is to help coordinate your estate planning to achieve your objectives while minimizing your estate taxes, probate costs, and other related administrative costs. These are some of the common estate planning goals and objectives that we focus on:

Fulfill client’s property transfer wishes;
Minimize transfer taxes;
Minimize transfer costs;
Maximize net assets to heirs; and
Provide needed liquidity at death.

By listening to our clients, Audientis develops specific and identifiable solutions that provide for the effective achievement of both business and personal objectives. Our solutions often incorporate many financial and legal vehicles to obtain the desired objectives, including legal documents such as wills, trusts, buy-sell agreements, various types of trusts, family limited partnerships, etc.