Our Private Wealth Services Group will help you develop a strategic plan to preserve and grow your assets.
Together, with our clients' other advisors, we develop a fully integrated plan to preserve wealth, minimize taxes, offer asset protection, and assist in the transfer of personal and business interests. Our charitable planning and administration services involve the implementation of charitable remainder and charitable-lead trusts. And our dedicated team guides individuals and families to create personalized estate and charitable plan, all while achieving their estate planning goals, too.
Key Estate and Trust Administration Services
- Preparation of Federal estate tax returns (Form 706) and applicable State estate tax and inheritance returns
- Preparation of Federal gift tax returns (Form 709) and applicable State gift tax returns
- Fiduciary income tax returns (Form 1041) and planning to minimize taxes
- Foreign trust reporting, planning and compliance
- Charitable-trust compliance and planning
- Preparation of judicial and non-judicial fiduciary accountings for estates and trusts
- Assist executors with the estate-administration process
- Post-mortem planning including disclaimers and allocation of generation-skipping transfer tax exemption
- Internal Revenue Service and State examinations of estate and gift-tax returns
Key Estate Planning Services
- Preparation, implementation and monitoring of an estate plan to minimize estate and gift tax while maximizing family wealth
- Business succession planning
- Retirement planning including Individual Retirement Account (IRA) and qualified plan distributions to maximize family wealth and minimize income taxes
- Family and charitable gifting strategies
- Business valuation services for implementing lifetime gifts and estate valuation
- Asset protection including the formation of trusts and other entities
