Effective estate planning provides for the orderly transfer of assets to your beneficiaries according to your wishes. Further, the process provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. Unquestionably, estate planning must be addressed by all families.
Working with your team of advisors, AH&M guides you through the complex process of getting your financial affairs in order. We apply a comprehensive approach to estate planning, using sophisticated and tax-efficient vehicles. Central to the process is understanding each client’s specific estate planning goals. Once the client’s goals have been determined, we construct recommendations then work with your advisory team to achieve them. Our estate planning and business succession planning services enable clients to become more profitable and sustain their businesses.
AH&M serves our clients in their estate planning needs through:
- Estate tax planning
- Wills and trusts
- Gift planning to relatives and friends
- Charitable planning
- Efficient use of life insurance products
- Succession planning for business owners