At McDonald & Associates, we feel effective estate-planning strategy considers family dynamics, business and philanthropic goals, retirement planning and tax objectives. We have a comprehensive understanding of estate and gift tax regulations, and can help you evaluate the estate-planning techniques that are best suited for your circumstances. Our estate-planning services considers:

  • Estimation of the current tax on your estate
  • Gifting strategies
  • Types of trusts
  • Strategies for owners of closely held businesses
  • Installment payment of estate taxes
  • Estate and trust return preparation
  • Estate and trust administration
  • Gift tax returns
  • Charitable trusts
  • Annual gift exclusions

Please contact me about your accounting and financial services