A thorough estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. A major concern for drafters of estate plans is federal and state tax law.

Utilizing our Multi Family Office provides  Berkshires clients with a single point of accumulation and tracking of all Real, and Personal Property necessary for a comprehensive estate plan.  With the assistance of our strategic partners we can accommodate any size estate, ensuring the individual's or family's wishes are executed when the time comes.