There is estate planning to be done for estates of any size. It starts with getting your basic legal documents in place such as a will, power of attorney or healthcare proxy. For larger estates, a well executed estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs. We do not provide tax advice. Please consult with your own advisors for tax advice.