Estate, Trust, and Gift Planning
Providing security for your heirs while reducing or eliminating tax due on business and asset transfers
A properly structured estate and trust plan provides you with peace of mind knowing that your spouse, children, and business are taken care of and accounted for after you’re gone. The orderly transfer of your assets to beneficiaries should be accomplished in a way that provides security for your heirs. A solid plan should also accomplish your personal, charitable, and philanthropic goals while reducing or eliminating tax burdens.
There are a wide variety of estate and gifting strategies and formats that have legal, tax, compliance, and administrative consequences, including:
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For a no-obligation discussion of your estate planning, gifting, or charitable contribution options, please contact Austin Coyan, Senior Manager, using the fillable “Contact Us” form on this page.
Solutions
Individuals, business owners, trustees, executors, and other related parties look to us for tax planning and consulting services, business succession planning, and fiduciary tax preparation services. Estate planning solutions include:
- Estate & trust settlement guidance and planning
- Federal estate & gift tax projections
- Federal & state estate tax return preparation
- Federal & state fiduciary income tax return preparation & projections
- Financial statement preparation & related accounting services
- Representation before the IRS on examination issues
Estate, Trust, and Gift Planning Team Leader:
Austin Coyan
Contact Us:
Testimonials
Recent Posts
In Times of Change, Estate Plan Review Keeps Your Goals on Track
Gifting Strategy Can Help Address Tax Concerns By Austin Coyan, CPA, CFE While reviewing your estate plan at least every five years is generally a good idea, it’s also reasonable…
Year-End Tax Planning for Farmers
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Which Type of Trust is Best for You?
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‘Stretch’ IRAs Have Lost Stretch Under SECURE Act
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