Tax & Accounting Services

Estate Planning

We believe that estate planning is a process that has relevance to all individuals and should be viewed as a lifelong endeavor.  Our professionals are equipped to assist you in developing a plan designed to:

  • Build your estate – increase income and income producing assets
  • Preserve your estate – improve spending habits, protect from uncertain events, reduce income taxes
  • Distribute the estate – avoid the costs of probate, control the use of assets, reduce estate taxes

The above processes often includes the following services:

  • Trust review and creation *
  • Investment planning
  • Business succession planning
  • Insurance planning*
  • Review of estate planning documents
  • Preparation of estate, gift, fiduciary and private foundation tax returns
  • Charitable planning

*With assistance of outside consultants