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

What Could Biden’s Proposed Tax Plan Mean for the Hospitality Industry and Its Operators?

With former Vice President Joe Biden now considered to be the President-Elect, there are rumors of... more
November 16, 2020
Blog

Valuation Issues to Consider When Making Gifts in 2020

We are noticing a decided uptick in gifting before the end of the year as many are anticipating an... more
October 27, 2020
Blog

What a Democratic Sweep Might Mean for Estate Taxes

If the Democrats end up controlling the House, Senate, and White House,  the following estate tax... more
October 26, 2020
Blog

COVID-19 Distress May Present an Estate Planning Opportunity – Why Now May be the Time to Gift Business Interests

The COVID-19 pandemic has exerted significant downward pressure on the value of many businesses.... more
July 29, 2020
Blog

AICPA Asks IRS for Blanket 2019 Penalty Relief Due to COVID-19 Pandemic

As the COVID-19 pandemic continues to create unprecedented disruption and economic uncertainty, the... more
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

Related Industries

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