We provide our clients with comprehensive estate planning to protect their assets from unnecessary taxation. For individuals, we have emphasized estate planning and compliance as an integral tool to link together one’s financial plan, retirement plan, charitable intent, family financial planning and wealth transfer from one generation to the next. For businesses, proper planning can maintain a smooth succession of ownership.
Developing a flexible estate plan adaptable over time
We analyze your current assets with the objective of developing a plan which will ensure the orderly transition of wealth to your heirs consistent with your wishes. The plan is geared toward protecting and preserving the assets that you worked so hard to achieve by focusing on maximizing the transfer of those assets to future generations. There are many planning opportunities available to assure that you maximize the transfer of wealth to your chosen beneficiaries and minimize the amount of estate taxes paid at death. We will work with your family’s estate attorney or can recommend one that will provide excellent service in working collaboratively to create flexible and adaptable solutions.
Some of our Estate Planning and Compliance offerings include:
- Review and analysis of wills and trusts
- Preparation of Estate and Gift tax returns
- Estate and business succession planning
- Income tax planning for descendants
- Minimizing estate taxes
- Charitable gift planning, GRAT/SLAT integration, etc.
- Review of life insurance and other needs
- Planning for IRA and qualified plan distributions
“I have been with Newburg since 1987. It’s comforting to know that not only do I have tremendous support on the tax and accounting end, but also have the benefits of utilizing their expertise in estate planning, financial planning and management advisory services.”
“On a personal level, my wife and I cannot thank you enough for working with us on our own estate planning. We appreciate the fact that your people are always on top of the Federal and State changes that effect our future. Similarly, my children and grandchildren are also appreciative of your help and suggestions. Your influence has had a significantly positive impact on our business and our personal lives. We all look forward to many, many years of continued association.”
Accounting and advisory services that add value and build trust.
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