Trusts & Estates
Most people don’t want to think about what happens to their finances when they pass, but as senior leadership within your firm, it’s important to not just think about it, but plan for it.
It’s important to consider how your estate will be managed, and how you can minimize the estate tax impact. EJC has been helping clients understand how annual changes in personal and professional financial conditions can impact estate plans, and more.
Schedule a conversation to talk about your estate plan today.