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Estates & Trusts

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

Contact Our Estate & Trust Tax Planning Team

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Michael G. Kirkman

Tax Services
Estate, Trust & Gift Tax Leader

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Contact Our Estate & Trust Tax Planning Team