Estate Planning

We provide guidance and assistance in the development of an estate plan, helping preserve assets accumulated from years of hard work.

We will estimate your current net worth (including ownership of assets), and the potential estate tax liability under your existing will.

We will work closely with you and your attorney, offer suggestions to minimize and/or defer your tax liability, select appropriate fiduciaries and devise estate distribution or lifetime gifting programs.

For business owners, we address issues related to ownership succession of the business, balancing distributions to heirs in and outside of the business, retirement planning and funding, and maintaining the value of the business, to name a few.

We have successfully assisted many families establish their estate plans with dramatic reductions in tax liability.

Amherst: 100 Corporate Parway, Suite 200, Amherst, NY 14226, 716-250-6600
East Aurora: 100 Riley Street, East Aurora, NY 14052, 716-652-1042