• Review and update of your existing Will and Trusts.
  
  
• Crafting a new Will or Trust with emphasis on Tax-efficient Estate Disposition Directives.
  
  
• A Detailed spreadsheet of your Probate and Estate Assets and Taxable Estate.
  
  
• Techniques to maximize the Federal Estate Tax Exclusion.
  
  
• Gifting, Charitable, and Generation-Skipping Techniques.
  
  
• Intra-family and Business and Assets Transfer Techniques.
  
  
• Independent Trustee and Fiduciary Services.

Contact TCF for a free Estate Road Map.