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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

Non-Tax Family Issues in Estate Planning

Non-Tax Family Issues in Estate Planning

Under current law, the estate tax exemption is $5,490,000 per person or $10,980,000 for a married couple. Assets in these ... Read More
Multi-State Tax Issues

Multi-State Tax Issues

As wholesale distribution companies continue to grow and stretch their physical and economic footprint, salespersons, delivery vehicles, and support personnel ... Read More
CCH Tax Briefings: 2017 YEAR-END TAX PLANNING

CCH Tax Briefings: 2017 YEAR-END TAX PLANNING

Tax Reform, IRS, Court Decisions, and More Add to Uncertainties at Year-End ©2017  Wolters Kluwer. All Rights Reserved. Year-end 2017 ... 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