Estates and Trusts

Estate and gift tax planning can benefit you and your heirs.

EstatePlanning (2)

Estate Services

  • Federal and state estate and gift tax returns
  • Post mortem estate planning
  • Advanced estate planning and valuation issues for the private business owner

Trust Services

  • Fiduciary income tax returns

Our clients appreciate our friendly, caring approach to the estate and trust planning process.

  • Do you have an estate plan that arranges for your assets to be distributed the way you wish?
  • Will your heirs benefit from your wise planning that minimizes estate taxes?
  • Do you need an objective party to help review your estate plan to make sure it’s really what you want?

Our two Certified Specialists in Estate Planning™ (CSEP) are qualified to provide guidance to clients in order to help them preserve their assets for their beneficiaries. Due to major tax legislation, understanding the tax implications of estate planning is very challenging. CSEPs are educated about these laws and are able to advise clients so that they pay the least amount of tax while preserving their assets.

OUR ESTATE AND TRUST EXPERTS

Conway, Deuth, & Schmiesing, PLLP

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