Estate Gift & Trust

We understand that when it comes to providing for your family’s future, the stakes are high.

We’re here to guide you through the bewildering maze of federal and state estate, gift, and trust tax laws. We can help you minimize tax on transfers of wealth, provide for your family and future generations, and meet your charitable objectives.

We handle all aspects of estate, gift, and trust tax planning and compliance including:

  • Estate, gift, and trust tax return preparation
  • Asset protection strategies
  • Multi-generational wealth transfer planning
  • Business succession planning
  • Charitable gifting strategies
  • Legacy and elder care planning
  • Estate and trust administration
Blog

Maryland Expands Pass-through Entity Tax to Circumvent Federal SALT Limitation

Maryland has become the most recent state to adopt a workaround to the federal $10,000 state and... more
May 26, 2020
Blog

How Will the COVID-19 Crisis Affect the Value of Your Business?

We’ve all witnessed the recent share price volatility in public equities. While there may be some... more
March 31, 2020
Form

2019 Form 1041 K-1 Instructions

For the latest information about developments related to Form 1041 and Schedules A, B, G, J, K-1... more
February 4, 2020
  • By:
  • Aronson
Blog

New IRA Distribution Rule

As we rang in 2020,  the Setting Every Community Up for Retirement Enhancement Act of 2019,... more
January 20, 2020
Blog

New Private Foundation Tax Rate

The new year has brought us the Setting Every Community Up for Retirement Enhancement Act of 2019,... more
January 16, 2020
Blog

Can I Give a Tax-Free Gift to My Non-U.S. Citizen Spouse?

U.S. citizens married to non-U.S. citizens often want to know how much they can give to their... more
January 13, 2020

Related Industries

We have your estate, gift, and trust needs covered. Learn more about our industry specialties.