Estate planning

Estate, succession, and retirement planning services at Crowe can help confirm that your assets are distributed in accordance with your wishes – and that your heirs won't be burdened with unnecessary taxes and expenses.

• Analyzing estate planning documents and life insurance
• Exploring methods for tax savings
• Maximizing wealth transfers
• Valuing transfers of business interests
• Analyzing will, trust, and incapacity documents
• Maximizing intergenerational wealth transfers
• Exploring irrevocable life insurance trusts
• Examining marital deduction transfers and funding