At PKF O’Connor Davies, we believe developing the most effective estate plan means more than just drafting a will. It’s about building a comprehensive plan that protects and nurtures our clients’ assets while also minimizing tax liabilities for future generations. Our services include estate planning, succession planning, wills and trusts, preparation and filing of estate and inheritance tax returns and high-net-worth estate planning for those who require tailored wealth preservation strategies.
Meet Our Professionals
Susan E. Archambault
Bonnie Orr
Joseph Parmegiani
Bhakti Shah
For our clients, having an estate plan in place is crucial to minimizing the estate tax burden on their beneficiaries and ensuring that their assets are distributed according to their wishes. Our estate and trust planning specialists work closely with each client to help conserve wealth while reducing tax liabilities, advising on the gift, inheritance, estate and income tax implications of their estate plan, including the preparation and filing of estate and inheritance tax returns. Our team is also keenly attuned to ongoing legislative changes that impact estate plans and proactively recommends adjustments that can help preserve both assets and wealth.
Helping clients achieve their goals for wealth preservation and care for future generations.
Our planning services include:
- Estate planning
- Trust planning
- Living trusts
- Charitable trusts
- Residence trust
- Estate tax returns
- Gift tax returns
- Succession planning
- Business continuity plans
- Buy/sell agreements
- Lifetime Family Wealth Transfers
- Family partnerships and other business relationships
- Accounting for probate assets