Estate & Gift Planning
Individuals must be keenly aware that the price paid for lack of attention to estate and gift planning may be enormous. Not only that, the price may very well be borne by those whom they intended to benefit from their generosity. Allan Smith & Company, CPAs PC highly qualified tax, financial and estate planning professionals are diligent and persistent in our approach to estate and gift planning. We begin by having discussions with our clients to fully understand the desires and intent of their giving and use this as a springboard to develop an estate and gift plan that will achieve these objectives while minimizing tax liability for all involved.
As an ongoing process, we help our clients monitor their plans and advise on adjustments based on legislative, tax and life issues. All of this is achieved through a coordinated effort with other professional advisors.