There are many reasons to create an estate plan. You may want to:
Maybe you need “special purpose” planning for the maintenance of a child or adult with disabilities or want to provide a one-time (or ongoing) charitable gift.
We spend a great deal of time understanding your needs so that the right estate plan can be created to achieve your goals. As CPAs, we can address tax-related issues and may be able to reduce or eliminate federal gift and estate taxes. We also understand the stress and tension that may occur in families during a time of grief.
David Holland and Steve Tacinelli can personally serve as professional trustees to carry out the intentions you specify in your Trust.
If you have questions or would like to set an appointment, please call us or contact us at info@HollandTacinelli.com