Estate Tax Planning
1. At HCS we know that good estate planning is more than just having a will. It’s about having a comprehensive plan to protect, grow and preserve your wealth and assets for future generations. Our Firm has extensive experience developing estate and trust plans, planning for business continuation, wealth planning and minimizing estate taxes. Our estate planning services will maximize what your beneficiaries receive and provide you with you peace of mind.
As a first step, we will meet with you to discuss your goals and objectives then recommend strategies for developing a plan that complements your needs. We offer a free initial consultation to get started.
2. At HCS, we believe that our clients work hard to build value, whether it is personally or within their businesses, and we want to ensure that they maximize the value that they retain. Our Tax and Estate Planning services provide that opportunity to our clients.
Our process behind building a tax plan includes a detailed fact- finding process and discussions with the client to get a clear understanding of what their goals and objective are. Simply, we listen to our clients. From there, we look for various options and plans that could be implemented and we deliver these options and provide a recommendation to our client. Throughout a tax planning process, we work closely with our client and their advisors. At HCS, the key in ensuring that the client is maximizing their tax planning opportunity is including other advisors such as lawyers, bankers and financial advisors. Having everyone involved ensures that the plan is implemented correctly the first time and the plan operates smoothly.
3. HCS understands that estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues. Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for a surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential part of overall strategic planning.