Whether you have built a successful business or achieved financial success through other means, it is important to protect your assets now and in the future by implementing a gift and estate plan tailored to your needs and goals. At Mitchell Wiggins, our team will help you attain these goals and protect your assets.
Estate planning encompasses more than the transference of one’s wealth to another. It’s about maximizing asset retention and minimizing the tax consequences. It is an intimate and personal process that you should only entrust to a firm with a reputation for the utmost integrity.
We are also available to assist you with the administration of estates and trusts by helping you with any probate filings, such as inventories and accountings, the funding of trusts, and the preparation of Estate and Fiduciary tax returns.
OUR SERVICES INCLUDE:
- Review of current estate documents
- Valuation of existing businesses
- Planning for business succession
- Integrating charitable goals into your estate plan
- Taking advantage of current estate and gift tax exclusions
- Developing a comprehensive estate and succession plan