We provide an integrated strategy and a comprehensive plan that coordinates the actions of all relevant parties to achieve the biggest tax savings possible. Our plan will consider many options for minimizing the estate taxes including deciding what assets to distribute and to whom, whether to liquidate assets, what investments to consider and more. In addition, we have extensive experience preparing personal and fiduciary tax returns, gift tax returns and estate tax returns.
Our trusts and estates tax services include:
Contact us to Request a Consultation or call David McKinnon at 214-696-1922 today to discuss your estate and trust tax planning and preparation needs with a trusted CPA and financial advisor.