| Estate planning is the essential process of ensuring that the rewards of years of hard work and savings are passed on to the family members and charities you care about. | Without proper planning, the federal government can become the primary beneficiary of your estate. At Ervin & Company, we lead in the advisement of your estate planning, to ensure that each step in the succession process will go smoothly. We will examine every detail of your estate and design a specific plan to meet your needs. Constant attention is necessary due to changing federal tax laws. Planning opportunities and pitfalls exist now that did not surface until just a few years ago.
- Formation of Succession Plans for Closely Held Businesses
- Formulation of Planned Giving Strategies
- Review and Monitoring of Planning Goals
- Formation of Family Limited Partnerships
- Formation of Trusts and Foundations
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