Estate Planning

Our team of professionals can develop strategies to preserve, grow and pass on your estate with best possible tax savings.

When was the last time you reviewed your estate plan? Ten years ago? Five years ago? Last year? Never? In light of the tax law changes, whether your answer was "never" or "last year, review of your estate plan is essential to ensure that it continues to meet your needs. And if you do not have an estate plan, there is no time like the present to create one.

Estate planning may require the help of several advisors such as your attorney, your insurance agent and your banker. As your accounting resource we contribute our knowledge of tax implications of the decisions you make in structuring your estate. Davie Kaplan Chapman & Braverman, P.C. can help assure that you meet your estate planning goals of reducing (or even eliminate) your estate's taxes and, thus, leave a larger part of your estate to your family or other heirs.

• Estate and gift planning
• Family wealth planning
• Investment analysis and planning
• Personal, financial, and retirement planning
• Budgeting and forecasting
• Cash flow management
• Personal accounting/family office
• Charitable giving
• Divorce

The best estate plans incorporate all financial, family and tax considerations to ensure maximum benefits. Families investing in the estate planning process must be certain that their advisors are experienced in addressing all factors relating to the plan, including administration, development and execution.

We are able to provide various levels of estate and trust services. We provide comprehensive services that can be used independently or in conjunction with the work of other advisors.

As you develop an estate plan, you'll need to gather and calculate a wide range of financial information and ownership data. An estate plan should consider income, excise and transfer taxes, the ability of the estate to pay its debts and taxes, and the anticipated equalization of heirs, among other important issues.

Davie Kaplan Chapman & Braverman, P.C. professionals are available throughout the planning process to perform the necessary calculations, analyze and explain documents, and provide insight into the administrative issues which might arise from different options. We can prepare personal financial statements, perform valuations of closely-held business interests and other hard to value assets, and determine the tax and economic consequences of various planning techniques.

For more information, contact John R. Wilson.