Basswood Counsel has extensive experience working with clients to ensure that their hard work to acquire and grow wealth can continue to benefit their desired beneficiaries by coordinating the conditions and means for transfer to the beneficiaries. Our attorneys create tailored asset-management, estate, and business succession plans for individuals, businesses, and families. Our private client attorneys know the rules and regulations governing income, gift, and estate taxation, and work closely with financial advisors to structure plans that protect assets, benefit future generations, and facilitate the support of charitable, educational, and religious institutions.
Basswood Counsel provides comprehensive estate planning for individuals, closely held businesses, and families. A well-conceived estate plan is the only way to protect assets from substantial estate, income, and excise taxes. Our attorneys counsel clients on planning for their long-term well-being and financial security including preparation of the appropriate documents to provide a comprehensive estate plan. Whether you are still accumulating wealth or have a significant estate to leave as your legacy, our estate planning and private wealth attorneys are experienced in planning for taxes, charitable giving, creditor protection, and the succession of wealth to the next generation.
We work with you to build your estate plan to accomplish your goals and carry out your wishes. The most important step in our estate planning process is a conversation with one of our attorneys about your values, concerns, objectives, and options. We can help you create and update your individualize estate plan to achieve your goals and avoid the costly probate process, as well as preserve your wealth for children and grandchildren.