Search for:
SBA 8(a) Business Development Program Consulting Services
Cybersecurity Maturity Model Certification (CMMC)
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services
Healthcare Industry M&A Report: What We Saw in 2021 and What’s Ahead
Cannabis Accounting, Tax & Business Advisory Services
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services
General Data Protection Regulation (GDPR) for Higher Education Institutions
Government Contractor Consulting Services
2021 US Middle-Market Private Equity Report
Advisory, Accounting & Tax Services for Special Purpose Acquisition Companies (SPACs)
Risk Management Consulting Services for the Financial Services Industry
Government Contractor Consulting Services
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services

COVID-19 Guidance Center

Tax Implications and Financial Business Guidance Regarding the Coronavirus

Transaction Advisory Services

Helping businesses navigate financial due diligence engagements and domestic and cross-border transactions.

Employee Retention Credit Tax Services

Expanded Employee Retention Credit (ERC) & how our professionals can assist you.

Services

Estates & Trusts

shadow

How Do I Protect My Estate and Family 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 should be regularly reviewed to ensure your current goals and objectives are addressed.

Effective estate tax planning minimizes estate taxes and provides asset protection for your family and future generations. When you need guidance on personal matters or trust taxes from trusted advisors, Cherry Bekaert is here 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 taxes.

Cherry Bekaert can provide you with the following estate tax planning and trust tax planning services:

  • Estate Tax Planning and Gift Tax Planning, Domestic & International
  • Asset Protection Planning
  • Taxation for Trusts and Estates
  • Special Needs Planning
  • Business Succession Planning
  • Charitable Gifting Strategies
  • Transfer Taxes Mitigation
  • Tax Compliance Services
  • Fiduciary Tax Services Including Estate & Trust Accounting
Related Thought Leadership
Oct 11
Alert

Build Back Better Act Tax Proposals: Considerations for Private Invest...

Read More
Sep 14
Podcast

Q&A on Proposed Tax Rate Changes for Individuals per the Treasury...

Learn More
Aug 12
Article

Controlling Income Recognition using a Charitable Trust

Read More
Jul 13
Article

Estate Tax Planning Under the New Biden Administration

Read More
Jul 12
Podcast

Tax Challenges Impacting the SPACs Boom

Learn More
Jun 17
Podcast

Treasury’s Green Book, Part 1: Tax Rates, High Income Earners, a...

Learn More
Let's Talk

Michael G. Kirkman

Partner, Cherry Bekaert Advisory LLC

Let's Talk

Brochures

Impact of TCJA Tax Reform on Individuals, Estates and Trusts

Let us help you decipher how the Tax Cuts and Jobs Act (TCJA) tax reform...

Learn More