Estate and Transfer Tax Planning
Estate planning can be complicated and emotional. Bass, Doherty & Finks offers practical solutions to the complex challenges of wealth transfer. We develop sophisticated plans to transfer assets from generation to generation in the most tax efficient manner, while remaining sensitive to our clients' non-tax goals. Working closely with clients, their families and their other advisors, our approach is highly personalized, educational and structured. Our skill is in designing, explaining and implementing the most appropriate estate planning vehicles including but not limited to:
For more information, or for specific questions, please feel free to contact us at firstname.lastname@example.org.