Wealth Transfer: Gifting/Estate Taxes

Estate planning is a true gift to your family – and the best way to take care of your loved ones when you’re no longer able to do so yourself.  We’re experienced in developing a plan for maximum gifting and wealth transfers along the way and passing on those assets ultimately in a way that reflects your values and protects what you’ve built.  Smart planning ensures your loved ones avoid an expensive and time-consuming process in the complicated world of estate taxation.  We can help you navigate federal regulations on annual gifting to help loved ones in a variety of ways.

Technology Resources – CCH Tax and Research Software, ShareFile, Accounting CS, Caseware, Sage, Quickbooks

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