Have you considered the impact of recent tax law changes on your estate plan?

We are here to help you make sense of the often confusing and frustrating task of planning for your estate – or being an executor or trustee. We know talking about what would happen to your assets in the event of your death is never pleasant. It is necessary, however, if you want these assets to get to your beneficiaries quickly – and with the lowest possible transfer tax. Our team can help you keep assets in the family at a minimum cost, and address your regulatory reporting requirements. We can also assist you with the complex choices involved in properly allocating assets among beneficiaries, trusts, and charities.

We’re here to help you with

  • Estate, gift & generation-skipping tax planning
  • Asset protection strategies
  • Tax compliance
  • Final individual income tax returns
  • Estate & gift tax returns
  • Fiduciary income tax returns for estates & trusts
  • Charitable transfers
  • Valuation of businesses & family limited partnerships
  • Fiduciary accounting

Take your next step with us.

We want to work with you for a successful future.