We assist our clients with simple wills and/or trusts, as well as a sophisticated estate tax plans if needed. Our objective is to adopt and implement a plan that is understandable not only to you, but also to other family advisors that may be called upon to assist in implementing the plan.
In the process, we also assist you with related tax planning, as well as proper coordination of the ownership of your assets with your plan. These assets include your business interests, buy-sell agreements, insurance and liquidity needs, multiple generation planning, etc.
All of these issues are addressed and carefully considered as we develop your overall plan.
The result is not only a state-of-the-art estate plan, but also the peace of mind that comes from knowing that your legal and related financial matters are, in fact, in order.
Our goal at TNS Associates is to make sure that you leave a lasting legacy that not only reflects your priorities and values but is consistent with your unique family story. Our objective is to help you conserve and distribute your property, minimize your costs of administration and taxes, and make sure that your plan is secure should you become disabled.