Estate Planning

The rules that affect estate planning are constantly in flux, seemingly changing every few years. Geffen Mesher takes on the responsibility of knowing the changes to rules, codes and regulations in order to protect the value of your estate over time. 

Maximize changes to rules and exemptions as they occur

Geffen Mesher has been advising and consulting in matters related to estates and wealth management for three quarters of a century, dating back to the Great Depression. 

As newer members join our firm, many come with Big 4 backgrounds, opting to continue their careers with us, in part, in order to work more directly with closely held businesses, owners, and individuals who value the personal connections that we seek to foster. For many clients, this translates to our supporting multiple generations across any number of business and personal endeavors. 

“People like to think that with estate planning, the best news is no news. We like to keep in touch with our clients where their estates are concerned, especially when changes come all of a sudden. For the most part, our clients have a lot of people on their minds, and they appreciate knowing that we’ve got them on ours.” Rick Hawkins, Shareholder 

When working through family dynamics, asset protection, wealth transfer and more, we understand what’s at stake for all parties, and what lies in the balance of each decision as it relates to your estate. 

Therefore, we remain prepared to handle immediate and long-term needs while also empowering you with knowledge and awareness as to the effects new changes and laws will have on you and your heirs. 

There should be no surprises where your estate planning is concerned. At Geffen Mesher, you receive answers and solutions.