Family Estate and Trust Planning
Our accredited advisors can help ensure your estates are adequately dealt with in the most tax-efficient manner as you prefer.
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Customized estate planning on the authority of client's specific situations
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Probate fee planning
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Family trusts, spousal trusts, and other trusts advising
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Prepare financial statements for estates and trusts
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Prepare trust income tax and information returns for trusts
Business Succession
Developing a thorough succession plan for your business can help you maximize its value. As your advisor, we are devoted to maximizing your business value, minimizing your risk, and protecting your work. We will ease your stress of developing a comprehensive exit strategy while maintaining the day-to-day responsibilities of running a successful business.
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