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Estate Planning and Administration

As a recognized leader in estate administration and planning, we understand that an effective estate plan is essential for families and businesses to protect the assets you have worked hard to acquire. We navigate you through the complex, and sometimes overwhelming, process of preserving and directing your assets. We also provide tax compliance and related administrative services to help maximize the benefits of your estate plan. Our services include:

  • Estate and fiduciary tax return preparation
  • Estate plan review for planning opportunities
  • Estate liquidity planning
  • Estate tax minimization
  • Estate and trust administration
  • Post-mortem planning
  • Gift planning
  • Fiduciary compliance
  • Trustee services

CCH Special Report: ACA REPEAL AND REPLACEMENT

CCH Special Report: ACA REPEAL AND REPLACEMENT

House Approves ACA Replacement Bill; Benefits Remain The House voted along party lines on May 4 to approve a repeal and replacement ... Read More
CCH Tax Briefing: Administration's 2017 Tax Reform Outline

CCH Tax Briefing: Administration’s 2017 Tax Reform Outline

White House Calls For Big Individual And Business Tax Cuts, And More President Trump has unveiled a tax reform outline ... Read More
Succession and Talent Management

Succession and Talent Management

In the most recent issue of the Birmingham Medical News, Jerry Callahan discusses "Succession and Talent Management."  Looking at the ... Read More

Services
Accounting
Assurance
Business Consulting
Estate Administration
Estate Planning
Family Office Services
Finanacial Outsourcing
Financial Planning
Healthcare Consuling
Income Tax Planning
Litigation Support
Qualified Plans
Tax Compliance
Valuation
Wealth Advisory Services