Proper estate planning is essential for preserving and directing the disposition of an individual’s assets, reducing potential estate tax liability and providing adequate liquidity. At Gumbiner Savett, our estate, trust and succession planning specialists have decades of expertise in this complex and ever evolving area.
As accountants to high net worth individuals and owner operators of small to medium sized businesses, our expertise and in-depth knowledge of our client’s financial, family and business situations, make us highly suited to spearhead the efforts of all professionals involved in an estate plan. We typically work with all of the professionals involved in estate planning such as attorneys, investment professionals, insurance brokers and appraisers.
We offer a wide range of estate planning and related services including:
- Review of existing wills and trusts
- Gifting strategies
- Charitable gifting
- Tax compliance
- Related income tax planning
- Estate administration
- Tax elections
- Retirement account planning
- Business succession planning
- Recommendations in the creation of an estate planning team of professionals
