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Estate & Gift Transfer Planning

One of the most complex areas of taxation in the United States relates to Estate and Gift Taxes. The relevant Federal and State tax laws in this area continue to be in flux, which lends uncertainty to an already complicated subject area. Our professionals help our clients navigate the legal and estate tax planning intricacies to ensure heirs are provided for while full advantage of all available tax benefits is also achieved.

As a Raleigh CPA firm, our gift transfer planning professionals will coordinate with your external legal representative who prepares the applicable legal documents. If you do not have a legal representative, we can provide you legal referrals from our trusted professional network. We will review existing documents with a critical eye to whether your stated planning objectives are being met. Depending on the comprehensiveness of the plan elements, we can also provide assistance with executing charitable transfers, trust compliance, fiduciary management; we’ll also offer external referrals as needed for Certified Appraisers, Investment Brokers, and Bank/Trust Wealth Managers from our professional network.

This "team approach" is essential to ensuring your needs are properly identified, addressed and most importantly, clearly understood by you and at your discretion, your heirs.