An important part of anyone’s life is protecting the ones close to them. A solid estate plan is an essential piece of that protection strategy. Bendler & Company, PC is experienced in helping clients navigate the complex estate planning environment. We firmly believe in the team approach to estate planning and work closely with our client’s estate attorney to design a tax efficient strategy that fits. Typical estate planning concerns that Bendler & Company, PC help clients with includes:
- Business succession planning
- Trusts
- Gifting strategies
- Charitable giving
- Managing state estate taxes
- Long term care options
- Life insurance
