Estate and Trust Planning and Tax Preparation

A plan for the future.

You have built a business or have attained financial security through hard work. The time has come for a well thought out plan so you can pass these assets on to your loved ones based on your wishes.  Estate and trust planning allows for you to determine how you want your business and personal assets to move forward and be transferred to the intended recipients with the least amount of difficulty, administrative costs, and taxes.

We can help you navigate through all the complex issues involved in making these difficult decisions. With proper estate planning, you will be able to minimize the tax liabilities to your beneficiaries.  Through carefully planning of your estate you can be assured that your loved ones won’t have serious negative tax consequences during such a difficult time.

During the estate phase, there continues to be additional opportunities to minimize the estate tax liabilities, and increase the distributions to your beneficiaries.  Our firm has over 50 years of estate tax planning strategies. Our extensive experience will help you and your beneficiaries navigate through the all phases of the estate and trust planning environment.

CPAs should play a vital role in estate and trust planning.  Contact us to develop a highly customized plan to minimize the wealth transfer tax burden and assist in administration tasks for you and your family.