Estates, Trusts and Gifts

Estates, Trusts & Gifts

Thorough estate and financial planning includes making arrangements for education, retirement, support of your survivors, investment of your assets and continuation of a closely held business. These plans will provide for your lifetime needs, as well as those of your descendants and dependents. A solid estate plan can reduce your beneficiaries’ tax burden.

Yeo & Yeo’s professionals can provide valued guidance that applies to your specific situation and assist you with the following services:

  • Estate Planning
  • Gift Tax Planning
  • Income Tax Planning for Estates & Trusts
  • Business Succession Planning
  • Charitable Gifting Strategies
  • Fiduciary Services
  • Estate Tax, Gift Tax and Fiduciary Income Tax Returns
  • Adequacy of Life Insurance
  • Business Valuation
  • Buy/Sell Agreements

By taking advantage of all the exemptions, deductions and estate planning strategies available, you can leave the legacy you desire to your loved ones, not Uncle Sam.