You spend a lifetime accumulating wealth and possessions. You may even have a business that you want to pass on to a beneficiary. By planning carefully, you can relieve the burden on the people you love most.
Disposing of an estate can be a complicated task when maximization is the goal. When looking for professionals to help you, it’s vital to find advisors with the knowledge and experience to help you every step of the way.
Downriver Income Tax professionals can provide you with the guidance and help to assist you. By taking advantage of deductions, estate planning strategies and exemptions, you can leave the legacy you want to the one you love, not the government.
|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|