Trust and estate planning allows you to direct how and to whom your property will be distributed after your death. Without a trust and estate plan, your property could be distributed according to your state’s intestacy laws without regard to family needs or your desires.
Our trust and estate tax professionals can assist with tax return preparation and planning using vehicles such as family limited partnerships, trusts and charitable entities. We can also work with you and your attorney to design a customized estate plan to assist in managing and conserving your estate while reducing tax liabilities.
At PDR CPAs, we leverage our 40+ years of industry expertise to help you keep your finances strong and your business moving forward.Let’s Talk