Estate planning encompasses so much more than planning for liquidation of an estate upon death. Whether you’re a high net worth client, or you have complicated inheritance issues, Millan & Company will help you figure out the best tax regulations for your estate.

An estate plan includes various elements such as wills, digital wills, trusts, beneficiary designations, powers of appointment, property ownership, conservation easements, protection from partition actions, personal gifts and charitable gifts, and powers of attorney, specifically the durable financial power of attorney and the durable medical power of attorney.

Getting to know our clients is very important because estate planning involves being able to understand complex family dynamics. No matter your net worth, it’s important to have a basic estate plan in place, to ensure that your family, business, and financial goals are met in the future.

Land Trusts offer powerfully effective tools for estate planning, privacy preservation, asset protection, conservation easements, and much more. While Land Trusts operate under certain federal guidelines, individual states have considerable discretion in how they regulate these entities. This leads to notable differences in Land Trust functionality from one state to another. Additional information is available here.

Digital wills and trusts are a new and growing area of Estate Planning services. This non-traditional area can include unique digital assets and technical security considerations that require an extra layer of coordination and planning.

To learn more about trust taxation specifics, read our Insights article "Navigating Trust Taxation: A Guide to U.S. Filing Requirements.

Contact Millan + Co. to gain a better understanding of how we can deliver the best possible outcome for your specific situation.