Estate Planning

You have spent a lifetime accumulating assets to provide a safe financial future for you and your family. Now it is time to make sure that these future goals and objectives are going to be achieved, when you are not there. At Grant/GrossMendelsohn, we can help you navigate the maze of alternatives so that you can rest assured that future generations will properly benefit from what you have accumulated during your lifetime. A carefully prepared estate plan will allow you to achieve many goals: ensure the financial security of your spouse; determine what should be left to the children and how their inheritances should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; and empower a reliable executor and trustee to invest and manage the assets in your estate. At Grant/GrossMendelsohn we will work with you to examine a variety of strategies to ensure a plan is developed that achieves your goals. These include: Trusts and wills that avoid unnecessary administrative complexity and move assets in accordance with your plans. Implementing strategies to reduce or eliminate both federal and state estate taxes. Lifetime gifting plans to move assets out of our estate and provide you the joy of seeing your success help the next generation. Generation-skipping plans that provide children, grandchildren and beyond the means to meet your most important personal goals for your family such as education, health care and home purchase. Charitable planning that allows your family to leave a legacy that properly reflects your personal views of the importance of supporting the community and larger world that you are a part of.