Estate & Wealth Transfer Planning

You always have options when you work with our accounting team. See how easy it is to get started by scheduling a free initial consultation, visiting us at our offices, or sending us an email.

Estate and Trust Accountants to Minimize Taxes and Protect Your Wealth

Safeguard your wealth with wealth transfer strategies from CPAs who understand estate and trust gifting and more.

Trusts can be set up to protect your assets. Our team of CPAs, CFPs®, CFEs, CVEs, and other financial professionals can advise on how to have your will written and assist you in properly distributing your property without paying undue taxes or penalties. Often gifts to family member given at the proper time and for certain amounts can reduce your income tax and eliminate inheritance taxes later.

Find out how easy it is to get started with our team. You can schedule an initial consultation by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201.

Accountants Who Understand Low, Medium, and High Net Worth Estate Planning Strategies

Get help from a specialized team for estate planning services that typically include:

  • Business Succession Planning
  • Estate and Gift Planning
  • Compensation Planning
  • Charitable Giving and Foundation Planning
  • Wealth Preservation
  • Family Office Administration and Accounting Services

Many individuals and families find us an invaluable resource for comprehensive, tax-reducing estate planning. We can advise you on how to plan for the future. Often when someone dies, their spouse or heirs are left owing huge sums of money in inheritance taxes. Proper planning can save heirs from paying unnecessary inheritance taxes or federal estate taxes.

Comprehensive Individual and Small-to-Medium Business Tax & Accounting Services

If you need support beyond estate administration and planning, we can support your current and future plans with a number of tax and accounting services, including but not limited to:

  • Business Valuation
  • Bookkeeping
  • Individual & Business Tax Preparation
  • Tax Planning
  • Litigation Support
  • Cash Flow Budgeting
  • & More

Talk with our CPA team to learn more about the ways we can help you keep your finances and legacy in order.

Start Working With Us For Fast, CPA-Reviewed Estate Planning Services

Our personnel are highly qualified in the areas of proper titling of property, distribution of assets, establishing revocable living trusts and sheltering your assets from estate and inheritance taxes.

We can act as a fiduciary of the “Personal Representative” of your estate. This enables the company to properly manage your money, file all of the necessary taxes and related forms, and then distribute the remaining wealth to your heirs according to your wishes.

Get started today by scheduling a free consultation with our business valuation advisory team. Whether you are defending your assets or getting ahead with tax planning — our team can help you maximize your wealth while minimizing your tax bills. Our CPAs have a broad range of experience that will allow them to quickly and fairly value your business.

Find out how easy it is to get started. Schedule time with us today by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201. Our team will work with you to get started on your estate adminstration or planning project as quickly as possible.

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You always have options when you work with our team. Get started by scheduling a free initial consultation, visiting us at our offices, or sending us an email.

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