Services

Effective estate and trust planning can ensure financial security for loved ones. Bruce Kanner’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. Estates, Trusts, and Gifts are taxed in the highest tax bracket, so it is extremely important to consider these taxes as part of your overall tax plan.  Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

 Services Include:

• Estate Planning
• Living Wills and Trusts
• Power of Attorney
• Lifetime Family Wealth Transfers
• Charitable Donations