Estate and Trust Accounting Consulting for Individuals
High net-worth individuals require specialized assistance with their tax, financial and estate planning. We work closely with clients who have special short-term and long-term financial goals. In each of these relationships, particular emphasis is placed on objectives, expectations, strategies and ongoing monitoring.
Our estate and trust planning professionals remain abreast of recent and impending changes to tax law in addition to the most sophisticated techniques for minimizing the cost of transferring these assets to your family. We look at charitable trusts, life insurance trusts, irrevocable trusts, intentionally defective trusts, valuation issues and other possible approaches to reduce the value of your estate and circumvent unnecessary tax penalties.