Estate Planning

BIRNBAUM ADVISORY is well versed in the legal, tax, insurance, business, and financial issues frequently involved in planning an estate. 

We understand the many facets of estate planning, including those concerning family and personal issues, LGBTQ+ relationships, transferring a closely held business to the next generation, special needs, eldercare, asset protection, and charitable giving.

We help you appropriately focus on techniques to minimize the impact of estate, gift, generation skipping transfer and income taxes and we are well equipped to work with your attorney, accountant and other professionals. 

Through our initial and continued oversight, BIRNBAUM ADVISORY can help you keep your insurance, investments and estate plan "in synch" and help you stay informed of changes which often occur in these areas so that your planning remains fully intact.

When it comes to orchestrating the often complex task of estate planning, individuals, professionals, families and business owners can turn to BIRNBAUM ADVISORY.