Estate planning is more than just deciding how your assets will be handled after your death. It’s about planning for your family’s future. You need estate specialists who can look at how your assets and income change over time and come up with the best lifetime wealth strategies for income and estate tax planning to meet your needs and goals. That’s where our lifetime wealth planning services come in.

Income and Estate Tax Planning

As a high net worth individual, you need CPAs who do more than file your tax return each year. You need smart income tax planning and lifetime wealth management advice from professionals who have a strong knowledge of how everything fits together with your estate plan. Our estate tax planning professionals take a look at your complete financial picture to better advise you and avoid estate tax traps.

Charitable Gift Planning

With careful planning, you can get the maximum tax benefits from your planned giving while also meeting your personal charitable goals. Our experienced professionals can help you with different planned giving strategies including:

  • Private foundations
  • Charitable gift annuities
  • Charitable remainder trusts
  • Charitable lead trusts

U.S. Gifting Strategies and Gift Tax Return Preparation

If you gift property or cash to someone, you (as the donor) are then required to report and pay a tax on the gift. Any item transferred to an individual where nothing is received in return is considered a gift. While a gift may fall within the annual exclusion amount, you still need to be aware of any potential tax liabilities or reporting requirements associated with the gift. Our gift tax professionals can assist you with gift planning and prepare and file your U.S. gift tax return.

Family Limited Partnerships and Limited Liability Company Tax Returns and Consulting

An entity like a family limited partnership (FLP) or a limited liability company (LLC) can be an important estate planning tool for wealth transfer, risk protection and more. FLPs are often used to allow families to group resources and for wealth transfer from one generation to the next. LLCs are legal unincorporated companies that provide limited liability to its owners. Our estate professionals can help you figure out which entity is the right choice for your needs, manage it effectively, handle financial tasks such as the accounting or tax planning and prepare the necessary tax returns.

Retirement Planning

Planning for your retirement involves a lot of big decisions that impact you and your loved ones:

Let our specialists help you meet your goals while maximizing the annual after-tax funds available during your retirement years and ensure your family is taken care of.

Questions about our lifetime wealth planning and management services? Fill out the form to the left to contact Pamela Wheeler.