Jerry's proactive
recommendations
resulted in the
restructuring of
our family and
business affairs.
As a result,
our taxable estate
has been reduced
and our children's
financial future
has been assured.
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ESTATE
PLANNING
Spector & Associates’ focus is on preserving the wealth our
clients have worked hard to create. Estate planning provides the foundation
for a sound overall financial future for our clients and their loved ones.
Our professionals have been
advising clients on estate plans, trust structures, trust tax returns,
gift tax returns, and gifting strategies for more than 40 years. Our team
can develop an estate plan, or modify an existing plan, by working directly
with the client and their estate attorney.
As part of our estate planning services, S&A:
- Initiates a thorough discovery process to understand a client’s family structure and estate planning goals
- Works as a team with a client’s other estate planning professionals to ensure that a comprehensive plan is developed, or an existing plan is modified
- Monitors the adoption of the plan year by year
- Updates the plan as life events dictate
- Prepares all of the necessary fiduciary and gift tax returns
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