Whether you’re newlyweds just starting out,
Parents with children to protect,
A business owner wanting to insure the future of a family business,
Remarried and trying to sort out your complex multi-family financial plans,
A retiree who finally has the time to think about estate planning issues that have been nagging at you,
Or you’re confronted with the death of a loved one and the tax and estate administration issues that come with it…………..
Estate planning and preservation is a complicated undertaking.
Almost fifty years ago, one of Rees Broome’s first areas of legal expertise was estate planning and estate administration. Over the decades since, our Estate Planning & Administration group has come to understand that this includes more than properly drafted wills and trust agreements. We accordingly offer extensive experience in tax and business planning for owners of closely held businesses, transfer tax minimization, real estate transactions and international taxation and estate planning. Wee work with clients to develop and implement lifetime gift programs, insurance programs and charitable giving programs appropriate to each client's desires, needs and resources.
Our clients range from individuals with assets of several hundred thousand dollars to those with estates valued over a billion dollars. We advise estates of all sizes across the region, working with personal representatives on federal and state estate tax and income tax returns, as well as restructuring business interests, providing advice on the disposition of assets, and representing estates or trusts as shareholders of business enterprises. We’ve represented numerous individuals and estates in disputes before the Internal Revenue Service concerning income, gift, estate and generation-skipping transfer tax matters.
Knowledgeable, responsive and sensitive to the nuances of such personal decisions, Rees Broome has been the valued advisors to individuals and families since 1974.