Taxation
Berdon views your estate, gift, and trust planning as a whole. We recognize that, as your life evolves, changes and new circumstances must be reflected in your overall planning. Working closely with your attorney, insurance specialist, and other advisors we ensure that your planning is fully coordinated and your needs and expectations are fulfilled. Our service includes:
Identifying and setting goals
Reviewing wills, trust instruments, and schedules of assets
Devising tax-saving alternatives to existing estate plans
Using life insurance as a part of your estate plan
Identifying and remediating potential liquidity problems at death
Developing gifting programs
Presenting options to fund the education of children and grandchildren
Valuing businesses and other assets for estate and gift tax planning and administration
Compliance
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