The effectiveness of one’s personal estate plan is dependent upon how well tax-saving opportunities are integrated with achieving a client’s objectives. That’s why it is critical that your professional advisor proactively monitor changes in the tax law against your personal circumstances.

Over many years, Schwartz & Hofflich has provided expert estate and trust planning for our clients. That means we have built an enviable reputation in this field. And, in addition to timely advice, we’ll be able to prepare all related tax filings to support you and your family.

Typical of the types of services we offer in the estate and trust area are:

• Gross estate determination
• Estate freezes
• Family limited partnerships
• Trust planning and implementation
• GRITS, GRATS and GRUTS
• “Defective” trusts
• Post mortem tax planning
• Representation before taxing authorities

To learn more about Schwartz & Hofflich and the support we can lend please contact Ann Jevne at (203) 847-4068, Ext. 131, email address ajevne@shcpa.com or Neil Bayer at (203) 847-4068, Ext. 105, email address nbayer@shcpa.com.