Estate Planning
Secure Your Legacy
Protecting your wealth for future generations is a top priority. Our Tax Planning for Estates, Trusts, and Gifts helps ensure your wealth is passed on smoothly while minimizing estate taxes.
How we help
- Estate Tax Reduction
Whether you are a business owner or a high net worth individual, you have diligently accumulated wealth. Safeguarding this wealth for both your lifetime and future generations is a shared priority. Initiating the estate planning process early and regularly reviewing your plan, while making necessary adjustments as your needs and tax laws change, is crucial
Whether you are a business owner or a high net worth individual, you have diligently accumulated wealth. Safeguarding this wealth for both your lifetime and future generations is a shared priority. Initiating the estate planning process early and regularly reviewing your plan, while making necessary adjustments as your needs and tax laws change, is crucial
- Trust and Gift Planning
The Tax Strategies team at Peritz Consulting consists of tax specialists with significant estate planning expertise. Our skilled professionals are adept at navigating the constantly evolving tax law landscape and can assist in reducing the uncertainty associated with estate tax planning, selecting the right trust type, and devising gifting strategies. We also collaborate with estate planning attorneys and other professionals to create a cohesive and well-executed estate plan that aligns with your long-term objectives.
The Tax Strategies team at Peritz Consulting consists of tax specialists with significant estate planning expertise. Our skilled professionals are adept at navigating the constantly evolving tax law landscape and can assist in reducing the uncertainty associated with estate tax planning, selecting the right trust type, and devising gifting strategies. We also collaborate with estate planning attorneys and other professionals to create a cohesive and well-executed estate plan that aligns with your long-term objectives.
- Collaborative Approach
Our aim is to collaborate with you to deliver tailored solutions that complement your broader financial and estate planning objectives, with a constant focus on minimizing your overall tax liability
Our aim is to collaborate with you to deliver tailored solutions that complement your broader financial and estate planning objectives, with a constant focus on minimizing your overall tax liability
Why Choose Us
Expertise You Can Trust
With years of experience and a proven track record, our team of certified accountants and advisors is equipped to handle even the most complex financial situations.
Certified and knowledgeable professionals
Commitment to integrity and confidentiality
Proven strategies for financial growth and tax efficiency
Ongoing support and client education
Why Choose Us
Expertise You Can Trust
With years of experience and a proven track record, our team of certified accountants and advisors is equipped to handle even the most complex financial situations.
Certified and knowledgeable professionals
Commitment to integrity and confidentiality
Proven strategies for financial growth and tax efficiency
Ongoing support and client education
