Enhance your wealth of your heirs with more effective estate planning.

Cooney Faulkner & Stevens helps you achieve this, first by understanding your goals, then by recommending the most appropriate strategies.

In many cases, proper estate planning can save more taxes than any other type of tax planning. The key to effective estate planning is an understanding of your assets and the ability to transfer them in the most tax-efficient manner.

Our approach begins with gaining an understanding of your goals and wishes followed by an analysis of your potential estate. Recommendations may include: