Estates & Trusts

Protecting Your Future by Planning Today

Planning for you and your family’s future is an important and ongoing process. Your estate tax planning and trust tax planning progress needs to be reviewed and updated regularly to ensure your current goals and objectives are addressed, as well as current tax laws.

When you need guidance on personal matters from trusted advisors, we are there to carefully understand and work with your individual family and financial situation. Our experience with high net-worth individuals and owners of closely held companies – as well as our expertise in business valuations, business operations and international tax – allows us to properly provide guidance in all areas of estate tax planning and trust tax planning. The security and growth of your finances are our main concern.

Cherry Bekaert’s Estate, Gift & Trust Group provides clients with the following services:

  • Estate Tax Planning and Gift Tax Planning, Domestic & International
  • Asset Protection Planning
  • Trust Tax Planning
  • Business Succession Planning
  • Charitable Gifting Strategies
  • Transfer Taxes Mitigation
  • Tax Compliance Services
  • Fiduciary Tax Services Including Estate & Trust Accounting