Trust, Estate & Gift Tax

Trust, Estate & Gift Tax

With the complexities of handling trust, estate & gift tax planning, it is important to work with a CPA firm that has the capacity to ensure that you take advantage of all the various laws available to you.  We will work with your attorney or introduce you to attorneys that we work with to help draft a will and develop trusts regardless of the complexities involved. Estate planning and trusts involve more than legal issues. There are important tax considerations and personal concerns. That is why the best course of action is to work with people who thoroughly understand your current business and financial positions. Our accountants will help you take all these important factors into consideration. Our team of experts, in conjunction with your attorneys, will help you plan the best course of action for your family and ensure that your financial wishes are followed. Our trust and estate planning services include:

  • Asset protection and preservation
  • Preparation of trust and estate tax returns
  • Gift planning
  • Preparation of gift tax returns
  • Coordination and implementation of estate plans
  • Proactive responses to legislative changes
  • Tax mitigation
  • Addressing testator desires and needs

Trust, Estate & Gift Tax planning is about much more than reducing your taxes, it’s about ensuring your family is provided for, your business can continue and your charitable goals are achieved. We look forward to helping you protect your assets now and provide for your loved ones in the future.

Contact us today if you would like to review your plan.