We start with a two-pronged approach: helping clients clarify their priorities and personal goals and analyzing their current wills and trusts. With the understanding we gain, we then identify estate planning issues and opportunities, which consider estate and gift taxes, the optimal form of property ownership, various methods of property transfer, private foundations and other forms of charitable giving. It doesn't end there. We help put a client's plan to work and keep it working for them by continually implementing strategies as their situation evolves.