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Estate Planning

EEPB recognizes the substantial impact of estate, gift and trust taxes on individuals. To mitigate these potential liabilities, the firm coordinates income tax and estate tax planning, reducing tax burdens and ensuring the orderly transfer of assets to beneficiaries. The professionals at EEPB offer the following Estate Planning services:

Assist with state and federal filing requirements
Provide knowledgeable guidance in estate planning
Assist business owners in constructing estate plans for the smooth succession of ownership and for post-mortem finances that enable business continuance
Review alternative estate tax projections to reduce taxes and to increase assets for future generations, including providing security for a surviving spouse, as well as minimizing or eliminating taxes due upon transfer of assets