Estate & Tax Planning

Every business owner, shareholder and high-net worth individual needs to have a solid estate plan in place. You need to know—what will be the income tax ramifications for your heirs? Will the cash flow for a surviving spouse be adequate? Will you pay no more than your fair share? Is there a way you can now accommodate bequests to a charity and still have some financial security?

Nothing to gain except your trust

Good estate planning is a team effort that involves your attorney, accountant, insurance and investment advisor, and your banker.

As your accountant, we bring an unbiased, professional viewpoint—we receive no fees or commissions for financial products you might choose to purchase in the execution of your plan. We’re compensated only for our time, which assures you that we remain independent, and on your side.

We make certain that all of the professionals you need come together to create an estate plan that’s uniquely suited not just to your financial situation, but to the values and principles that have informed your entire life. We make certain that you understand all of the options available to you, and that the tax ramifications are clearly understood.

We are active participants in the Estate Planning Council of Rochester.