Estate, Gift, & Trust Tax Planning Services

Preserving your family’s future with wealth transfer planning

No matter your age, if you have assets, it’s important to effectively navigate the world of estate, gift, and trust planning. While its complexity may intimidate taxpayers, creating proper plans with both tax and law professionals can help ensure your wealth passes on in the way you intended.

Let our professionals at Mowery & Schoenfeld guide you through the nuances of proper estate and gift planning so you can be confident in a plan that will protect your wealth and preserve your family’s or business’s financial future.

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You need to do more than write a will. Comprehensive planning helps protect your assets while minimizing their exposure to income and estate taxes.

You’ve worked hard to accumulate your wealth, and it’s our job to help you preserve it and ensure it’s allocated according to your wishes. We collaborate closely with you and your advisors to design estate and gift planning strategies based on your unique situation. Preserve your family legacy while utilizing the most up-to-date estate transfer techniques.

At Mowery & Schoenfeld, our clients’ estates run the gamut in size and complexity. We advise you through the estate, gift, and trust complexities that include:

• Establishing simple through sophisticated estate plans, utilizing tools such as:
  • Revocable living trusts and wills
  • Irrevocable life insurance trusts
  • Grantor retained annuity trusts
  • Installment sales to intentionally defective grantor trusts
  • Family limited partnership formation and administration
• Coordination of estate and business succession plans
• Tax-efficient gifting to family members
• Charitable-giving strategies
• Private foundation formation and administration
• Charitable trust formation and administration
• Estate and trust administration

With over twenty-five years of extensive estate, gift, and trust tax planning, we know the importance of accurate documentation and filing. Let our team of accountants help you understand the value of your assets, create a plan to pass those assets on, and fulfill the year-to-year filing requirements.

• Wealth Transfer Strategies

• Estate Tax Planning

• Estate Tax Return Preparation

• Trust Tax Return Preparation

• Gift Tax Returns

• Succession Planning

Our team of tax and accounting professionals has over 25 years of working with clients on their personalized tax planning needs. We communicate closely with investment advisors, attorneys, and other professionals to develop a long-term plan that meets the needs of our client.

From keeping up with yearly filings to helping settle an estate, the accountants at Mowery & Schoenfeld will ensure all legal requirements are met while minimizing tax liabilities. We provide timely advice of inheritance taxes, exemptions, deductions, credits, and crucial deadlines. By acting as your guide through the maze of regulations, deadlines, and paperwork, we will help create plans that bring peace of mind about the longevity of your wealth.

If you’ve accumulated substantial assets, you should be looking beyond the day-to-day of your wealth. By working with Mowery & Schoenfeld, you can ensure you’re remaining compliant with local and federal laws while creating a plan for the future that’s in line with how you want to pass along your wealth. With a personalized approach that keeps your wishes front and center, Mowery & Schoenfeld can plan a tax-efficient path forward.