HFM offers a full range of services in the area of estate planning. We advise clients regarding all aspects of estate planning including trusts, wills and federal estate, gift and generation skipping transfer tax law as well as business succession planning. We assist individuals and families in planning and implementing a variety of tax and planning strategies including family foundations; irrevocable life insurance trusts; spendthrift and special needs trusts; AB, ABC and Dynasty trusts; GRATS and CRUTS. We are dedicated to providing our clients with knowledgeable advice and counsel, timely service, and to tailoring each estate plan to meet the client’s needs and objectives while minimizing or even eliminating tax burdens.
Everyone should have a plan for the disposition of their assets and be able to make appropriate provision for their family members or other intended beneficiaries in the event of death, without costly litigation, taxes, and other administration expenses. We will put your concerns to rest as we work with you to create a thorough, personal estate plan that is legally sound, accurately expresses your wishes, and properly addresses any applicable estate, gift or generation-skipping transfer tax issues.