We provide comprehensive ESTATE, TRUST, AND GIFT tax planning strategies to preserve our client’s wealth for current and future generations.

We work closely with our clients and their advisors to develop and implement an integrated lifetime and testamentary plan. As a team, we work to preserve wealth, minimize taxes, offer asset protection, and assist in the transfer of personal and business interests consistent with the client’s objectives.

Our dedicated experts assist individuals and families navigate the process of creating a personalized estate plan while achieving their estate planning goals. We learn about you and your specific goals. Then we create a plan that will meet your personal and business goals whether it’s preserving wealth for you children, handling administrative tasks for your family, or meeting all compliance obligations.

Key Estate Planning Services

  • Preparation, implementation, and monitoring of estate plan
  • Business succession planning
  • Retirement planning including implementation of pension plans and funding of Individual Retirement Account (IRA) and Roth IRAs.
  • Family and charitable gifting strategies
  • Business valuation services
  • Asset protection planning
  • Wealth transfer planning
  • Probate forensic accounting and litigation support

Key Estate and Trust Administration Services

  • Preparation of federal estate tax returns (Form 706) and applicable state estate tax and inheritance returns
  • Preparation of federal gift tax returns (Form 709) and applicable state gift tax returns
  • Fiduciary income tax returns (Form 1041) and planning to minimize taxes
  • Foreign-trust reporting, planning, and compliance
  • Charitable-trust compliance and planning
  • Preparation of judicial and non-judicial fiduciary accountings for estates and trusts
  • Probate forensic accounting and litigation support
  • Assist personal representatives with the estate administration process
  • Post-mortem planning including disclaimers and allocation of generation skipping transfer tax exemption
  • Internal Revenue Service and state examinations

Our expertise is vast and we’d like to put our knowledge to work for you. Don’t hesitate to contact us now.