Advanced Wealth Transfer Planning Services

We are a CPA based firm with expertise in wealth transfer and are knowledgeable in the mechanics and available special elections for pre-mortem and post-mortem tax planning. Engaging our services usually results in transferring more wealth to the beneficiaries due to our special knowledge in the field of advanced pre and post-mortem planning. We cooperate closely with attorneys familiar with special documents required to implement our advanced plans. Click here for more information and illustrations about our advanced planning services.