Estate and Succession Planning and Administration
Professionals
Services
- Gifting programs
- Irrevocable life insurance trusts
- Charitable lead and charitable remainder trusts
- Credit shelter trusts
- Family limited partnerships
- QPRT’s (Qualified Personal Residence Trusts)
- Private Foundations
- Other Related Services
— Estate Administration
— Estate and Trust Tax
Compliance
— Pension Plan Administration
— Valuation for gifting programs
While the number one reason for estate planning is the minimization of estate taxes, the emotional issues surrounding the disposition of your assets is often far deeper and more complex. Providing for spouse, children or charities are the true underlying objectives of estate planning, and taking steps today will ensure your heirs get as much from the estate as possible, and disputes between family members or business owners can be avoided.
Attorneys, investment advisors and insurance agents are an integral part of the estate planning process, but as accountants, KFMR views estate planning from both the estate tax and income tax perspective. What does that mean? It means that we have a greater awareness of how decisions impact all of your financial matters.