Personal Estate Planning with Expert CPAs
Our personal estate planning CPA services provide seamless integration with your wealth planning team to minimize estate taxes and preserve family wealth across multiple generations.
Family Office Approach
Coordinated wealth planning
Coordinated Wealth Planning
Expert integration of tax strategies with comprehensive estate planning
Essential for Families With:
Multi-Generational Wealth
Families planning wealth transfer
Business Ownership
Family business succession planning
Charitable Giving Goals
Philanthropic planning strategies
Trust Structures
Complex trust and estate arrangements
Family Office Approach
We coordinate seamlessly with your estate planning attorney, wealth manager, and insurance professionals to ensure your tax strategies align with your overall wealth plan.
Discuss Family Planning NeedsCoordination Services
- Estate tax planning and compliance
- Gift tax strategy and reporting
- Trust income tax preparation
- Charitable giving optimization
- Generation-skipping transfer tax
- Family business succession support
Key Results
Our Estate Planning Process
A systematic approach to coordinated wealth planning and tax optimization
Assessment
Comprehensive review of current estate plan and tax situation
Strategy
Development of coordinated tax and estate planning strategies
Coordination
Integration with attorney, wealth manager, and insurance team
Implementation
Execution of strategies with ongoing monitoring and adjustments
Estate Planning Focus Areas
Specialized expertise across all aspects of estate and wealth planning
Tax Minimization
Strategic coordination to reduce estate and gift taxes
- Annual exclusion optimization
- Lifetime exemption planning
- Valuation discount strategies
- Tax-efficient gift structures
Professional Coordination
Seamless integration with your advisory team
- Estate attorney collaboration
- Wealth manager coordination
- Insurance planning integration
- Family office services support
Family Governance
Multi-generational wealth preservation
- Next generation education
- Family meeting facilitation
- Governance structure development
- Succession planning support
Case Study: Family Wealth Transfer
Real results from comprehensive estate planning coordination
Multi-Generational Family Wealth Transfer
A successful Orange County family needed to transfer $50M business to next generation while minimizing estate taxes.
Our Solution:
- Implemented grantor retained annuity trust (GRAT)
- Coordinated with family limited partnership
- Optimized annual gifting strategies
- Structured charitable remainder trust
Results Achieved:
- Reduced estate tax liability by $15M
- Preserved family business control
- Created sustainable charitable giving plan
- Established family governance structure
Frequently Asked Questions
Common questions about personal estate planning coordination
Protect Your Family's Financial Future
Don't let poor coordination between your advisors cost your family millions in taxes. Schedule a consultation to review your estate plan and optimize your wealth transfer strategies.