Estate Planning – Gift, Trust and Charitable Giving

You have built quite a nest egg and you don’t want to see that egg get scrambled. You put significant work into building this, and you likely had a great deal of guidance from key advisors that got you to this point. Now is not the time to go it alone.

At Wegmann Dazet, our strategy starts from a different perspective. We see this exercise not as an analysis of what you have but as a route building to what you want. Our role is to work along with your bankers, your family financial advisors, your attorneys, and others to construct a thorough and appropriate pathway. Our team will explore the tax impact of the wealth management advice you receive, to ensure the most advantageous strategy for you and your heirs.

Own a business? Let our valuation professionals establish the worth of your creation to support the gifting and ownership distributions you are considering.

You can count on the WD team to help you with:

  • Income tax preparation for grantor trusts, irrevocable trusts, credit shelter trusts, marital trusts, children’s trusts, special needs trusts, and charitable remainder trusts
  • Preparation of Crummy (trust) letters
  • Estate tax return preparation and estate income tax returns
  • Gift tax return preparation for lifetime giving and generation skipping allocations

The cost of getting estate planning wrong could far exceed the expense of planning it properly. Let us help you protect all that is yours. Talk to us about your plans.