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Estate Planning
The right estate plan can protect your loved ones and secure their future.
Estate Administration
Ease your family’s burden by leaning on our caring advisors in this difficult time.
Family Business Succession Planning
Transition your family business to the next generation, smoothly while maintaining control and minimizing taxes.
Estate & Gift
Tax Compliance
Proper planning can ensure you do not pay unnecessary tax on gifts to your loved ones.
Fiduciary Tax Services
We specialize in estate and trust income tax planning and compliance.
Business Formation
& Compliance
Let us help you establish your company and ensure it adheres to relevant laws and regulations.
Estate Planning
Your estate plan goes well beyond the simple distribution of assets – it provides protection, clarity, and peace of mind for your family’s future. Our professionals can help create a personalized estate plan that addresses your family’s specific needs and goals. A proper estate plan will ensure your wishes are carried out, taxes are minimized, and your loved ones are provided for.
Estate Administration
Our compassionate professionals provide assistance to individuals and families after a loved one passes. Estate administration can often be a time-consuming and potentially contentious process. We handle the legal, financial and logistical tasks of settling affairs and distributing assets according to stated wishes. We work with beneficiaries and fiduciaries to ensure a smooth and fair distribution of assets.
Family Business Succession Planning
Family business succession planning starts by outlining a clear succession plan to ensure the smooth transfer of ownership and management to the next generation or chosen successors. Family business succession planning can be emotionally charged and complex due to the intersection of family dynamics and business considerations. We can help facilitate this transfer by integrating a strategy to ensure continuity, sustainability, and success of the business.
Estate & Gift Tax Compliance
We specialize in all transfer tax compliance including gift, estate and inheritance tax planning and compliance. The rules and regulations surrounding estate and gift taxes can be complex, and it’s important to understand and comply with them to minimize tax liabilities and avoid potential penalties. Rest assured, our team will provide proper tax planning and preparation services while minimizing tax liabilities.
Fiduciary Tax Services
Our fiduciary tax services encompasses a range of support for individuals, families, institutions, and organizations that serve in fiduciary roles. These services include income tax compliance for estates and trusts, advising on beneficiary distributions, and provide tax planning strategies. Having an advisor in this area is essential to trustees and executors in order to fulfill their responsibilities while minimizing tax liabilities adhering to all relevant tax laws and regulations.
Corporate Formation & Compliance
Our experienced professionals can help you choose the right way to structure you business (corporation, limited liability company, partnership, or sole proprietorship). The choice of business structure has legal, financial, and operational implications. From choosing a name, to registering with the proper authorities, we can get you up and running quickly. Once you entity is operational, we can help ensure your business is adhering to business laws, regulations, and industry standards for your business operations.
