Estate and trust tax preparation and planning are an important part of managing your financial future -- and it’s not just for the one percent; it’s important for everyone, especially if you have a spouse or children are divorced or own a business.
As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.
We use a number of different estate planning tools to meet your objectives including:
- Family Limited Partnership
- Charitable Lead Trust
- Charitable Remainder Trust
- Qualified Personal Residence Trust
- Grantor Retained Annuity Trust
- Intentionally Defective Grantor Trust
- Irrevocable Life Insurance Trust
- Spousal Lifetime Access Trust (SLAT)
- Installment Salt to Intentionally Defective Grantor Trust (IDGT)
- Asset Preservation Trust
Protecting your assets is critical to ensure financial security for your loved ones and we know that estate planning and trust tax return preparation is not easy, often requiring specialized knowledge and expertise.
Wills and trusts are powerful tools in the estate planning process. After evaluating your circumstances, we'll guide you through the various types of wills and trusts and help you create a strategy that maximizes protection for your assets and loved ones.