Estate & Trust Tax Planning and Return Preparation

Estate Tax Planning Lansdale PA

Effective estate and gift tax planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through this complex process.

Estate and Trust Tax Services

If you have not considered what will happen to your hard earned assets as you age and eventually pass on, you should.  Without an estate plan, the wealth you worked your entire life to build will be distributed according to state law and not according to your wishes. Estate planning is crucial if you want to minimize taxes and distribute as much as possible to your preferred beneficiaries.

We will work with you to design an estate plan customized to your particular needs by utilizing a variety of planning vehicles such as family limited partnerships, trusts and charitable entities. Our team can assist you by performing the following:

  • Review wills and trust instruments.
  • Estimate estate taxes and strategize alternatives that may provide tax savings.
  • Review business issues including valuation and the transfer and/or disposition of business interests.
  • Identify potential liquidity problems caused by federal and state estate taxes for the continued operation of the family business, probate, administration costs, etc.
  • Develop a lifetime gifting program using vehicles such as family limited partnerships, charitable trusts and qualified personal residence trusts
  • Prepare estate, gift, fiduciary and non-profit tax returns
  • Advise you on the possible use of various trusts structures; including charitable remainder trusts, grantor annuity trusts, personal residence trusts, family partnerships, credit shelter trusts, marital deduction trusts and revocable lifetime trusts.

Areas of Service: Estate Tax Planning Philadelphia, Trust Tax Planning Philadelphia, CPA Philadelphia PA, Estate Tax Planning Lansdale PA, Estate Tax Planning Norristown PA, Estate Tax Planning Montgomeryville PA, Estate Tax Planning Exton PA, Estate Tax Planning Downingtown PA, Estate Tax Planning Phoenixville PA, Estate Tax Planning Oxford PA, Estate Tax Planning Parkesburg PA, Estate Tax Planning West Grove PA, Trust Tax Planning Lansdale PA, Trust Tax Planning Norristown PA, Trust Tax Planning Montgomeryville PA, Trust Tax Planning Exton PA, Trust Tax Planning Downingtown PA, Trust Tax Planning Phoenixville PA, Trust Tax Planning Oxford PA, Trust Tax Planning Parkesburg PA, Trust Tax Planning West Grove PA