Estate Planning

If your situation warrants legal, estate planning, or other professional work we can help you select professionals in each field and coordinate the necessary work. Integrating this with your investment management saves you time, eliminates the expense of duplicated or counterproductive efforts, and can ultimately result in a better outcome for you and your family. Michael Tillman, co-author of "Generations: Planning Your Legacy", works with leading estate planning attorneys across the country.

We place and keep control in the hands of our clients.

Our clients wish to maintain control of their wealth and avoid documentation that makes them unnecessarily dependent upon others. They want planning that allows them to make common sense adjustments in their affairs as their circumstances change, without going through needless red tape or seeking the approval of others.

We create lifetime income streams for our clients.

We create strategies that provide perpetual annual income for our clients. We do so by converting highly taxable built-in appreciation on our clients' financial statements to tax-free profits and tax efficient income.

We protect our clients from lawsuits and judgments.

Our clients wish to protect their wealth with prudent and conservative planning measures which assure that decades of hard work will not be lost to lawsuits and changing government regulations. We provide sound and effective design alternatives for clients whose vocations or lifestyles may expose them to litigation.

We save our clients substantial amounts of income and capital gains taxes.

Federal and state income tax laws provide a number of judicious planning strategies that often combine to generate substantial tax deductions and deferral opportunities.

Our clients wish to confidently avoid confiscatory gift and estate taxes before their wealth can pass to their children. They also wish to pass their wealth to successive generations without egregious federal taxation. We can save gift, estate, and generation-skipping taxes by implementing a number of innovative interrelated planning strategies.

We plan our clients' affairs to remain free from publicity, delay, and probate.

Our clients do not wish to have their estates and loved ones subjected to lengthy and expensive judicial proceedings upon disability or death.