Effective estate 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. You may also want to consider a Family Trust, or Alter Ego Trust, or Joint Partner Trust which may also help to reduce tax and transfer assets.

We can guide you through the complex process of filing the Decreased and Estate tax returns upon someone’s death.