Our 117 Estate Planning Strategies Have Saved Our Clients Millions. You Could be Next.
Do you have an estate tax planning strategy? Just answer a few questions and we’ll set up a strategy for you. It’s that easy.
Estate Planning
Efficient and effective estate planning and tax structuring.
Our clients demand effective strategies to mitigate estate tax issues. Our comprehensive structures and analysis of each client’s situation, allow us to develop a custom plan.
Efficient estate plan that is customized for each client
Dedicated professionals with decades of experience
Comprehensive tax mitigation structures
Trust Accounting
Comprehensive trust structures for each client.
We know how complex trust and estate planning can be. That’s why we take a comprehensive approach for each client.
Gifting strategies for both the long and short term
Coordination with tax, legal and financial professionals
Asset protection strategies to limit exposure
Tax Structuring
As a licensed CPA firm, our tax structuring guidance is customized and allows for maximum flexibility.
Preservation
We know how hard you worked for your money. Our goal is for you to keep more of it.
Gift Planning
We work with clients to maximize gifting strategies depending on the exemption amount.
Estate Support
Estate planning can be challenging. It takes experienced professionals to get the job done.
How it works
Easy to get started
We know that estate planning can be challenging. So we are here to help.
Summarize Data
The first step in the process is to aggregate your financial information. This is critical to any estate planning.
Review Options
Your estate plan might have several components. There are pros and cons to every scenario so make sure you review and discuss all options.
Finalize Plan
sign all plan documents and get your plan finalized!
Why Choose Us
Experience
You need a CPA firm that has experience dealing with complex estate issues.
Reliability
We have a background in estate planning and trust implementation.
Security
Your information is safe with us. We are a licensed CPA firm.
