Estate, Trust and Succession Planning
Preserving wealth within and between generations.
Estate planning is an ongoing and complex process that requires expertise and coordination. bet9游戏平台 is uniquely positioned with a diverse team of credentialed professionals, 包括注册会计师, cfp, llm, 工商管理硕士, JDs, and non-practicing attorneys who are committed to comprehensive service. From business entity succession planning to estate administration, bet9游戏平台 professionals can synthesize the most complex financial situations to develop an effective, 定制的, 税-efficient estate and succession plan.
bet9平台游戏 We Provide and Coordinate Include:
Estate and Succession Planning
- Analyze Current Estate Planning Documents
- Calculate Death Taxes and Liquidity
- Gifting Design and Consultation
- 信任设计与咨询
- 保险规划
- Family Tuition and Medical Plan Design
- 实体继任计划
- Compliance (Trust Returns, Gift Returns, Estate and Inheritance Tax Returns)
物业管理程序
- Federal and State Death Tax Returns
- Estate and Fiduciary Income Tax Returns
- 房地产及信托会计
- Assist in gathering assets and determining distributions
死亡税申报挑战
Our team of estate planning professionals have a history of success in representing clients before the 税ing authorities in the event of a death 税 return challenge.
Curious about the origin of the estate 税? Learn more in our 历史 of the Estate Tax Infographic.
bet9游戏平台 & Co.公司. is not a law firm and does not provide legal services. In furtherance of the estate planning services provided, it may be necessary to retain legal counsel.
Tax and legacy planning services are offered through bet9游戏平台 & Co.公司. Investment and asset management services are provided through bet9游戏平台 财富管理 Advisors, LP. Each service may require you to sign a separate engagement agreement that will outline the services to be provided and the respective fees.
