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Estate Planning

  • Ensure your personal asset distribution plans are met.
  • Estate & Inheritance Tax Planning.
  • Minimize probate and administration costs.
  • Assist in estate administration.
  • Elimination of taxation of life insurance.
  • Minimizing creditor claims on the estate.
  • Charitable Giving and Charitable Trust Accounts.
  • Long Term Care Planning.
  • Help business owners plan for uninterrupted operation of their business.
  • Keep you informed of the new tax law changes & regulations.

PRIMESolutions Advisors can coordinate all the various estate-planning advisors (attorney, CPA, business valuation team) to effectively handle the issues concerning your estate. One of our advisors, Keith A. Woerner, Esq. is also an estate attorney who is available to provide estate planning and administration services.