Let Us Help You Keep Your Hard Earned Money

We know that individuals and their companies have worked hard over the years to accumulate wealth that they can either share with their families, give to worthy causes or preserve for the next generation.

Experience in Creating, Advising and Consulting on Gifting, Estates and Trusts

We all know about death and taxes, however, at PKF we try and make that idiom less painful. We research and evaluate a variety of estate tax saving opportunities, which may include valuation issues, allocation of the generation-skipping exemption, the prior transfer credit, and delayed payment of estate taxes to limit family wealth erosion and maximize wealth retention. PKF offers the following services for our trust and estate clients:

  • Estate review and planning
  • Estate and trust administration
  • Fiduciary accounting
  • Family limited partnerships
  • Gift and sale strategies
  • Charitable planning
  • Life insurance planning
  • Wealth preservation planning
  • Business succession planning
  • Defending IRS audits of estate tax returns

Schedule a Consultation

Schedule a free consultation with one of our Partners to learn how you can optimize your financial operations and boost your bottom line. How can we help YOU?