An estate plan is essential for many clients. It is important that a method be devised under which an individual and his or her spouse distribute assets and provide for the continuity of a business and the welfare of beneficiaries in the event of death or disability. Our staff can assist you in developing an estate plan to help minimize the impact of estate and inheritance taxes.
We can offer our clients accounting and fiduciary services. We have an excellent knowledge of fiduciary income tax laws and filing requirements and we work with various estate tax attorneys, investment advisers and financial planners in assisting and implementing estate planning suggestions that are most beneficial to client objectives.