Our firm recognizes the substantial impact of estate and trust taxes on individuals. To mitigate these potential liabilities, EEP&B coordinates income tax and estate tax planning so as to reduce tax burdens and to ensure the orderly transfer of assets to beneficiaries. Our professionals can assist with federal filing requirements and provide knowledgeable guidance in estate planning.
We assist business owners in constructing estate plans for the smooth succession of ownership and for post-mortem finances that enable business continuance.
Our services include:
Estate Planning
We review alternative estate tax projections to reduce taxes and to increase assets for future generations. We also provide security for a surviving spouse as well as minimize or eliminate taxes due upon transfer of assets.
