In 1987 Richard B. Sorensen and Matthew B. Mack, Esq., developed Estate Strategies, a planning firm which specializes in Advanced Tax and Estate Planning techniques. In this increasingly sophisticated and changing tax-planning environment, it is critical that individuals and families protect and preserve assets and secure their future value for loved ones. This requires careful planning combining a knowledge of the current tax laws and I.R.S. approved techniques that are available to protect your loved ones from excessive taxation. No one professional can adequately handle such diverse needs. Estate Strategies has assembled a unique professional staff capable of completing your advanced tax and estate planning needs.

 

Estate Strategies assists qualified charities in establishing their own planned giving programs to endow the future success of their mission. As one of the most successful planned giving consulting firms of its type, Estate Strategies prides itself on providing personal and highly professional services, as well as results, both now and in the future.