Estate, Gift, & Trust Tax Planning Services

A Team of Expert Trust & Estate Tax Accountants

Preserving your family’s future with wealth transfer planning

No matter your age, if you have assets, it’s important to effectively navigate the world of estate, gift, and trust planning. While its complexity may intimidate taxpayers, creating proper plans with both tax and law professionals can help ensure your wealth passes on in the way you intended.

Let our professionals at Mowery & Schoenfeld guide you through the nuances of proper estate and gift planning so you can be confident in a plan that will protect your wealth and preserve your family’s or business’s financial future.

Estate & Trust Tax Planning Services Tailored to You

You need to do more than write a will. Comprehensive planning helps protect your assets while minimizing their exposure to income and estate taxes.

You’ve worked hard to accumulate your wealth, and it’s our job to help you preserve it and ensure it’s allocated according to your wishes. We collaborate closely with you and your advisors to design estate and gift planning strategies based on your unique situation. Preserve your family legacy while utilizing the most up-to-date estate transfer techniques.

At Mowery & Schoenfeld, our clients’ estates run the gamut in size and complexity. We advise you through the estate, gift, and trust complexities that include:

Establishing simple through sophisticated estate plans, utilizing tools such as:
- Revocable living trusts and wills
- Irrevocable life insurance trusts
- Grantor retained annuity trusts
- Installment sales to intentionally defective grantor trusts
- Family limited partnership formation and administration
Coordination of estate and business succession plans
Tax-efficient gifting to family members
Charitable-giving strategies
Private foundation formation and administration
Charitable trust formation and administration
Estate and trust administration

Comprehensive Estate, Gift, & Trust Planning Services

Wealth Transfer Strategies

Wealth transfer strategies involve planning and implementing methods to efficiently transfer assets, minimize taxes, and preserve wealth for future generations.

Estate Tax Planning

Structuring an individual’s assets and financial affairs to minimize estate taxes upon death, often through strategies like trusts, gifting, and charitable contributions.

Estate Tax Return Preparation

Let us help you accurately report and file estate returns, ensuring compliance with laws, while limiting liability and maintaining the most value.

Trust Tax Return Preparation

Let us help you determine the tax liability from any income, deductions, and distributions associated with a trust, to maintain the greatest value.

Gift Tax Returns

Let us assist in the planning of financial gifts made during your lifetime, ensuring compliance with tax laws and tracking the use of the lifetime exemption.

Succession Planning

Ensure a smooth transition of leadership, ownership, and assets in a business or family estate, minimizing disruption and protecting long-term stability

Our Trust & Estate Tax Planning Process

Our team of tax and accounting professionals has over 25 years of working with clients on their personalized tax planning needs. We communicate closely with investment advisors, attorneys, and other professionals to develop a long-term plan that meets the needs of our client.

From keeping up with yearly filings to helping settle an estate, the accountants at Mowery & Schoenfeld will ensure all legal requirements are met while minimizing tax liabilities. We provide timely advice of inheritance taxes, exemptions, deductions, credits, and crucial deadlines. By acting as your guide through the maze of regulations, deadlines, and paperwork, we will help create plans that bring peace of mind about the longevity of your wealth.

Why Choose Mowery & Schoenfeld for Estate, Gift, & Trust Tax Planning Services

If you’ve accumulated substantial assets, you should be looking beyond the day-to-day of your wealth. By working with Mowery & Schoenfeld, you can ensure you’re remaining compliant with local and federal laws while creating a plan for the future that’s in line with how you want to pass along your wealth. With a personalized approach that keeps your wishes front and center, Mowery & Schoenfeld can plan a tax-efficient path forward.