Estate/Gift/Trust Planning
Mandamus LLC views your estate, gift, and trust planning as a complete package. We recognize that, as your life evolves, changes and new circumstances must be reflected in your overall planning. Working closely with your attorney, insurance specialist, and other advisors we ensure that your planning is fully coordinated and your needs and expectations are fulfilled. Our service includes:
• Identifying and setting goals
• Reviewing wills, trust instruments, and schedules of assets
• Devising tax-saving alternatives to existing estate plans
• Using life insurance as a part of your estate plans
• Identifying and remediating potential liquidity problems at death
• Developing gifting programs
• Presenting options to fund the education of children, grandchildren or other loved ones
• Valuing businesses and other assets for estate and gift tax planning and administration
Discuss Your Needs →Original page content recovered from the firm's archived website; review for current accuracy before publishing.