Estate Planning
Providing the hands-on guidance to drive your business forward.
Our estate tax planning process focuses on the preservation of wealth and the interrelationship of the estate, fiduciary, and personal taxes.
- 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
