Estate Planning

At Duncan & Haley, we employ a diligent process to help organize, monitor, and manage your estate in a coherent and thoughtful manner. From establishing goals to helping you pursue them; our experienced advisors are with you every step of the way.

Estate planning is a process in which a person plans and prepares for what happens to their estate in the event of death. Protecting businesses, their employees and wealth from one generation to the next with an estate plan can be complex and time-consuming. The estate planning experts at Duncan & Haley bring extensive experience and understanding, synthesizing expertise from both our private client and corporate practices to bring all the pieces of the puzzle together in a thoughtful and cohesive way. We help articulate your estate planning goals while working closely with your tax and legal advisors to ensure your strategy reflects your estate planning needs. Guidance from a competent, experienced advisor is invaluable to ensure your financial success is shared with your family, friends, and the charitable organizations you designate, according to your wishes.

1. Determines how your legacy will be carried on after you are gone.
   
   
2. Allows you to prepare, plan, and inform family of your wishes in the event you were incapacitated.
   
   
3. Allows for a plan to take advantage of some of the best tax strategies available to protect the business
   and assets you worked so hard to build for future generations to carry forward.

Did you know that estate taxes are some of the highest federal taxes that can be collected on any kind of financial transaction?  State level estate taxes are another are of focus in our work, which are sometimes an under the radar part of the gauntlet of business succession and estate planning.

The financial advisors at Duncan & Haley will evaluate your assets and overall financial structure with the intent of leaving no stone unturned in bringing maximum efficiency to your estate and business succession planning goals. We vigorously work to preserve the value of the estate while navigating today’s complicated tax and estate laws. For example, at this point in time, the $11M gift tax exemption appears to be surviving the change in administrations, which leaves great planning opportunities to take advantage of, while it lasts.