Estate Planning and Administration
An estate plan can help your family or business protect the assets you’ve worked hard to acquire. Our team helps you navigate the process of preserving and directing your assets, while also providing tax compliance and administrative services to help maximize the benefits of your estate plan.
We provide specialized tax services including:
Click a service below / / Collapse all
• Estate Planning
Our team will help you refine your estate planning strategies by reviewing your trust and entity documents, and we will explore ideas to help you achieve your goals of wealth transfer, minimize taxes, and provide financial support for family members.
• Gift Planning
• Estate Tax Minimization
Our team will work with your attorney and financial planner and life insurance agent to create strategies to preserve your wealth and assets and protect your estate from transfer taxes. This includes optimizing your company’s business succession.
• Estate and Fiduciary Tax Return Preparation
We will guide you through changing tax laws and when to file an estate return. This process involves the planning and preparation of federal and state fiduciary returns.
• Estate and Trust Administration
• Fiduciary Compliance
• Trustee Services
• Estate Liquidity Planning
Following the passing of a loved one, there is often an immediate need for cash to help cover related expenses. To help alleviate this burden, we will provide you with a plan to avoid or minimize probate, prepare for funeral costs, and convert assets and life insurance to cash.