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
