Effective estate and trust planning aim to secure financial security for beneficiaries and loved ones. It can also keep a smooth succession of business ownership. Post, Smythe, Lutz & Ziel of Wayne, LLP professionals can help and guide you facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications that may be dealt with during a difficult time of loss.
Our trust and estate services include:
- Grantor trusts
- Family limited partnerships
- Charitable lead unitrusts
- Generation skipping trusts
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We can assist you with all of your accounting and tax planning needs.