Tax Planning

As experienced tax planning attorneys, we work with clients to minimize transfer taxes during life and after death — using sophisticated strategies that help maximize the wealth passed to children or other designated beneficiaries.

At our Utica, NY office, we offer comprehensive services tailored to your financial goals, including:

We create estate plans that make full use of your estate tax exemption, allowing you to transfer as much wealth as possible to the next generation.

We prepare estate and gift tax returns and provide guidance through the audit process.

We implement advanced trusts to transfer appreciating assets out of your estate, reduce estate and gift tax liability, and ensure assets reach your intended beneficiaries.

We review your current investment and retirement planning and develop strategies to minimize tax liability while helping you meet your long-term retirement goals.

We design charitable giving plans that reduce your tax burden while allowing you or your beneficiaries to retain annuity or remainder interests — all while securing a charitable deduction.

We develop capital gains strategies to help minimize taxes on large gains from sales or required distributions.

With the right tax planning, you can preserve more of your wealth and ensure it’s passed on according to your wishes — not lost to taxes.