Estate & Gift

The planning for your estate should be the result of your deepest wishes for your family and legacy. When was the last time you were able to review your personal assets with a keen eye on how those assets will pass down to your heirs? Have you considered integrating your estate plan with a long term approach to charitable giving? We will work with you to help you feel the peace of mind in knowing that your family and long term wishes are cared for and realized. Hayes & McColloch will work with your attorney and other professionals to envision strategies which maximize the benefits of current tax law as well as develop a plan for succession, wealth transfer and philanthropy. We understand the importance of an estate plan which meets family needs and charitable goals, while minimizing any tax impact.

• Review of current wills, trusts and other estate planning document
  Asset protection strategies
  Family gifting strategies to minimize estate taxes
  Charitable gifting strategies such as private foundations, trusts or donor advised funds
  Consulting with Executors and Personal Representatives
  Tax reporting compliance for estates and foundations