Estate & Trust Planning
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We want our clients to leave a legacy - whether the goal is to pass on wealth to the next generation, to other loved ones or to your favorite charities. Through careful tax planning, our clients can pass on the maximum amount of wealth with the least amount of estate, gift and income tax. However, many clients are also concerned about the future of their spouses, children and grandchildren: they want to keep their legacies intact, preserve family wealth within the family but also protect family assets from being frivolously spent away. By working with a team of attorneys, appraisers and estate planning experts, we help alleviate these worries. We advise our clients to hire the best attorneys to get the best advice. We prepare the client and the heirs for the transition of wealth from one generation to the next. We advise the client on complex accounting and tax issues such as giving up or maintaining control, business succession planning, wealth distribution, division and use by heirs, and asset protection. Finally, we walk through trust formation, accounting and administration for various types of trusts including:
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Wealth CreationWe aren't only tax accountants; we are business accountants.
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Consulting & AdvisoryOur clients come to us because they're looking for answers to their problems.
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Taxation & Tax PlanningTax decisions need to make economic and business sense.
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Virtual CFO & AccountingProper accounting lets you plan, evaluate and grow.
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Technology & SystemsBuilding systems and procedures increases efficiency, productivity and your net worth.
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