At Keiter our experienced and dedicated professionals can help you with all aspects of the estate planning, administration, and compliance process.
From modest to multi-million dollar estates, we can help you navigate the complex rules, regulations, and sometimes overwhelming processes in this highly specialized area of taxation.
Our team is focused on helping you get your financial affairs in order and devise a wealth transfer strategy that not only preserves, but maximizes family wealth. The planning should facilitate the orderly transfer of your assets to your loved ones as desired, as efficiently and painlessly as possible. Estate planning is not just about having a will and a trust, although they are an important element. We believe in a coordinated approach with your other advisors to consider all aspects of your family and its finances, not just the tax aspects.
With all the changes in the estate tax laws over the last several years and more changes on the horizon, an estate plan checkup is highly recommended. More specifically, with the previous changes in the estate and GST exemption, your documents may no longer reflect how you want your assets divided amongst your loved ones. Our work does not stop once the plan is determined, but continues as we work with you to implement and continually evaluate and update such planning.
Upon the loss of a loved one, we can help you navigate the probate administration process, post mortem planning, distribution planning, and all required tax filings.
Throughout the entire process, we work closely with our clients, their attorneys, financial advisors, insurance agents, and others to help our clients with all aspects of managing and transferring their wealth. An experienced and knowledgeable CPA throughout the process can assist with minimizing tax consequences. Our team offers the following services:
We focus on larger, complex engagements and Keiter’s fees typically begin at $8,000 per engagement for Estate Tax filings. We also find the most value for our estate tax clients when we are able to coordinate with their estate attorney and other advisors.
Partner
Tax Senior Manager
Tax Senior Manager
Tax Manager
