Estate Planning

Every parent would prefer seeing their children or a charity inherit their estate with little or no taxes. Ms. Silver can plan an estate to reduce the estate taxes and still meet the family goals of inheritance, control, and asset protection. She can implement a myriad of strategies from the most simple will or trust to charitable strategies, such as Charitable Remainder or Lead Trusts, or other more complicated strategies to achieve her clients’ estate planning goals.

• Estate Planning
• Reducing Estate Taxes
• Wills and Trusts
• Charitable Strategies - including Charitable Remainders and Lead Trusts

What Clients Say

Re: Estate Trusts and Tax Preparation Services

“Our family has been using the estate and tax services of Lori Silver for many years. She has been instrumental in establishing family trusts and assisting us with annual tax return preparation. In addition to her excellent legal skills, she and her staff are caring individuals who always make us feel welcome each time we visit.” — Janet S.