How does Yeo & Yeo coordinate with my estate planning attorney?

Estate planning is inherently a team discipline — the tax strategy and the legal documents must work together seamlessly, and the advisor and attorney must communicate clearly to ensure the plan is implemented correctly. Yeo & Yeo’s estate and trust tax advisors work closely with your estate planning attorney throughout the planning and implementation process — providing the tax analysis, financial modeling, and compliance expertise that informs the legal documents your attorney drafts. We attend planning meetings, review draft trust and legal documents from a tax perspective, prepare required gift and estate tax returns, and provide ongoing tax guidance as your plan is administered and updated over time. If you do not have an estate planning attorney, Yeo & Yeo can refer you to qualified legal professionals in our professional network.