Estate Planning

Ensuring that survivors are treated fairly is a major concern for many of our clients.

To help facilitate this process, we provide comprehensive estate planning services that proactively prepare the way for a smooth transfer of assets.

Estate planning services include:

  • Planning for the efficient transfer of assets while minimizing estate, gift and income taxes
  • Helping attorneys craft language in wills which accurately reflects the client's planned tax situation
  • Preparing estate and gift tax returns
  • Assisting survivors with post-mortem tax planning

AIMR-PPS &  
   
GIPS Verification
Assurance
Estate Planning
International Business
Litigation Support
Management Advisory
Merger and Acquisition
Financial Planning
QuickBooks®
Tax
Tax Notebook

 


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