As one of the regions most trusted and respected accounting firms, we've been helping clients reduce their taxes for over 40 years. Estate Planning Estate taxes can consume more than half of your assets, and even a relatively small estate can suffer the consequences of failing to plan well. Our firm provides expert service in developing and implementing strategies that minimize estate and gift taxes and preserve the wealth of an individual or family, and smoothly transfer businesses and other assets to the next generation of owners. Succession planning for family businesses is an important part of estate planning. We provide expertise, focusing on the needs of the retiring owner and his or her successors, as well as the continuing needs of the business operations.
Trust services are another byproduct of the estate planning process.
Our firm handles a high volume of complex trust matters and is considered experts in this area. We can assist families and their legal advisors in setting up any type of trust that suits their needs. Personal Financial Planning Taxes impact many areas of a person s financial affairs, including marriage, divorce, property settlements, children, relocations, investments, retiring and dying. What these events cost you can vary greatly depending on how well you plan. But taxes are only one part of our clients financial picture.