Estate Planning

Facing one’s mortality is often very difficult. Nexia Friedman’s tax professionals sit with our clients trying to gain an understanding of their objectives, and the various family dynamics that may affect the outcome of their objectives. The goal of the Nexia Friedman tax professional in estate planning is to ensure that needs of our clients' heirs, are met. This type of planning may include, among other things, sound and imaginative Will planning as well as the use of trusts.

Nexia Friedman tax professionals also work with the family of the decedent at managing the efficient transfer of property from the decedent to the estate and ultimately to the heirs.  The objective is always to ease the burden of the family with a view toward the minimization of taxation and other costs.