Trust, Gift and Estate Planning

What will your financial legacy be? What are your goals for passing your wealth on to the next generation and beyond? Do you have a plan to ensure that your assets are protected from taxes to the greatest extent possible?

Because your business and family financial circumstances are inextricably linked, a big-picture approach is essential to effective trust, gift and estate planning. We work closely with our clients’ attorneys and other financial advisors to structure, tailor and administer plans that place assets where you want them, decrease your tax burden and make administration of the estate as smooth as possible.

Accountant in an estate planning meeting

Naturally, we appreciate the need for complete confidentiality in these types of financial matters. We take extra precautions to ensure that your private information stays that way.

Note that trust, gift and estate planning is not just appropriate for those with significant wealth. In fact, people in a variety of circumstances — including business owners — benefit from this type of proactive thinking. We encourage you to contact us to discuss how we can design a plan that will work for you.

Estate planning accountant out in Charlottesville

Our Trust, Gift and Estate Planning Services Include:

  • Estate and Gift Tax Advisory and Planning Services
  • Assistance with Execution of Estate Plans
  • Fiduciary Tax Return Preparation
  • Estate Tax Return Preparation
  • Administration of Trusts and Estates
  • Disability Trusts and Guardianships
  • Wealth Transfer Planning
  • Business Succession

For more information about our consulting services, please contact:

Partners:

Helene H. Downs, CPA
Glenn M. Lankford, CPA

Manager:

Celia J. Lankford 

Consultant:

L. Peyton Humphrey, CPA