Estate Planning

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We offer services in estate and business succession planning based on the latest information and strategies. Our team provides hands-on-personalized services, guiding you in the right direction regarding all aspects of estate and tax planning.

Estate planning services include:

  • Federal and applicable state tax returns for gifts, estates & trusts
  • Business succession and estate financial planning
  • Tax review of estate documents
  • Valuation of closely-held interests to minimize gift and estate taxes