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Estate Planning & Wealth Transfer

Estate planning is more than completing a living will and filing documents with your attorney. It’s ensuring that the legacy you’ve created helps the people and organizations closest to you reach their dreams even after you’re gone. Our estate wealth transfer planning includes:

  • Document review & flow charting
  • Estate tax modeling
  • Transaction tax analysis
    • Lifetime gifting using SLATs, FLPs, FLLCs, children’s trusts, etc.
    • GRATs & IDGTs
    • Charitable trusts
    • Liquidity analysis
    • Family gifting & intra-family loans
    • Family & business governance
    • Trust planning
    • Estate administration
    • Legislative updates

    The Liles Group’s estate planning capabilities are further supported by a dedicated team of attorneys & estate planning specialists. We regularly consult with our Advanced Planning Team for assistance with technical matters and for help creating tailored solutions for our clients’ most challenging problems.