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.

ORBA 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.

 

 

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