Estate Planning

In today’s busy times, estate planning is an often overlooked area for many business owners and individuals.

At FMD, we provide strategic estate, trust, and gift planning solutions that consist of more than simply reviewing your asset portfolio. Our expert family estate planning team will work with you and your other professional partners to design fully integrated plans that align with your goals and objectives.

Our trusted and caring advisors understand the importance of estate planning and wealth preservation, knowing all too well that what you spent a lifetime to build should be systematically passed on through properly structured transactions. Our experienced team guides you through strategies that minimize taxes and help to grow and preserve your wealth.

As your business and personal assets continue to evolve, your trusted advisor is there to help.

We treat our client’s business and assets as our own for estate planning purposes.

There are a myriad of concerns that should be addressed. These concerns include:

  • Disability

  • Death

  • Estate or Gift Tax Liability

  • Transfer of Assets

  • Asset Protection Managing Assets

  • Business Succession

  • Special Needs of Family Members

We spend time reviewing your plans for your business and assets. The effort gives us the ability to assist you with your estate plan and guide you on a variety of documents, including:

  • Trusts

  • Wills

  • Powers of Attorney