Services

• Business Consulting
• Financial Statements
• Accounting, Bookkeeping and Quickbooks
• Litigation Support
• Income Tax Preparation and Planning
• Estate, Gift and Trust Tax
• State and Local Tax
• Family Planning Financial Services
• Other Services

Estate, Gift and Trust Tax

Maintaining an informed understanding of recent estate and gift tax legislation is important to us, as we realize the significance of how it impacts trusts and estates of all sizes. New laws provide new opportunities. Failure to appropriately plan for these changes can greatly reduce their benefits. We make it our mission to look over current business succession and estate plans to ensure that the maximum benefits are obtained. Our goal is to help clients protect their assets, manage their family wealth, and ultimately achieve their wealth-transfer goals.

• Estate Tax Planning
• Estate, Gift & Trust Tax Returns
• Charitable Trust
• Insurance Planning