Estate, Tax and Financial Planning

 

Banks Law Offices, LLC advises private clients, fiduciaries and family offices in a variety of estate planning matters, personal financial matters, estate and individual tax matters, and trust and estate administration. 

 

We advise clients in the following areas:

 

  • General estate planning which would include the drafting of wills and trust agreements and counseling on the establishment of gifting plans and other asset transfer plans

 

  • Retirement and savings planning including an analysis of various tax efficient vehicles (IRAs, employee benefit plans, college savings accounts, etc.)

 

  • Charitable gifting including the creation of charitable trusts and private foundations

 

  • Business succession planning for closely held business owners

 

 

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