Estate and Tax Services
We excel in leveraging life's major events, like childbirth and retirement, to minimize your tax burden. Our experts offer personalized strategies and advice, aligning your tax planning with significant milestones and long-term financial goals, ensuring optimized outcomes during these pivotal life changes.
We collaborate with you and your personal financial planner to strategically minimize taxes and safeguard your assets, ensuring they are distributed as per your wishes, not just state laws. Our comprehensive assistance includes:
- Review wills and trust instruments for tax implications.
- 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.
- 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.
- Identify potential liquidity problems caused by federal and state estate taxes for the continued operation of the family business, probate, administration costs, etc.
- Business Succession Tax Planning. You spent your life building your business, and now you want to pass it on to the next generation or sell the value you built. We advise businesses on the proper succession planning to preserve your family and business legacy while also looking out for potential tax consequences that may result.
Areas of Service: Ballwin, St. Louis, Manchester, Chesterfield, Ellisville, Wildwood, St. Charles, St. Peters, O’Fallon, Des Peres, Creve Coeur, West County