Estate planning results in peace of mind for individuals and their families and leads to smooth succession plans for businesses.  Our approach to estate and trust planning is both proactive and intelligent.  We will work to develop a plan that meets expectations and demonstrates foresight.   We recognize that estate planning is a thoughtful process and there can be unintended consequences if not prepared properly.  Laws and life are constantly changing and estate planning is an ongoing process.  We will listen to your goals and aid in monitoring the plan as we consider additional wealth accumulation, trusts, philanthropic goals, gifting, and current needs.

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Kraft & Company, PLLC has experience working with clients, large and small, to plan for the future. We can design a blueprint that caters to wishes while minimizing tax liability for all involved.  With advance planning, our knowledgeable team can ensure your intent and goals are fulfilled. 

 

Our estate and gift tax services include:

• Planned transfer of wealth to future generations

• Planned gifting strategies

• Legal document consultation

• Family Limited Partnerships

• Credit shelter trusts/Marital Trusts

• Charitable gifting strategies

• Assistance with estate and trust administration

 

And should the accompanying tax need be required.  Kraft and Company, PLLC provides:

• Estate tax return preparation

• Fiduciary income tax return preparation

• Gift tax return preparation

• Financial statement preparation and related accounting services