Everest Financial Services, LLC.

Estate & Gift Tax Planning

You want to know that your family will be provided for in the event of your premature death. This involves gaining an understanding of your unique situation which includes not only your assets and liabilities but a potential contingency plan for family members and business interests. It’s not just the numbers. There are many factors that are at the heart of an effective estate plan.

Our Approach

Our process begins by meeting with you to learn about your assets and understand your overall goals. Our comprehensive method of estate planning includes cash flow and budgeting analysis for lifetime gifting, income tax planning for tax sensitive assets such as retirement plans and highly appreciated assets, and design of creative succession planning techniques for the business owner. Most importantly, we want to learn about your family needs and considerations and how they might impact the process.

Value Created:

We will formalize your wishes for the ultimate disposition of your assets.
We will minimize estate and gift tax liabilities..
We will assist you in providing for adequate liquidity to fund gift and estate tax payments.
We will ensure a comfortable, secure financial future for you and your family.
We will assure an orderly transfer of your business.
We will minimize emotional stress and administrative burdens for survivors.