Estate Planning

Harvey & Mortensen focuses on the estate planning needs of many individuals, from professionals to executives, from retirees to closely-held business owners. We focus on not only the estate and tax problems facing our clients, but also help them ensure that their plan cares for their families and beneficiaries. We utilize many contemporary estate planning techniques, such as credit shelter trusts, marital trusts, family limited partnerships, charitable remainder trusts, and grantor trusts to minimize your estate taxes. Our approach to estate planning is simple: We want you to pay the least amount of estate taxes while preserving your financial stability and control.