Estate, Gift, and Trust Services

Protecting Your Legacy

 

MichaelSilver’s Estate, Gift, and Trust Services Team understands that protecting your financial legacy is imperative to providing security for your loved ones.

Estate and Trust Filings

Our experienced team works directly with you, your attorneys, financial advisors, and your executors or trustees to prepare estate and trust filings and to establish effective plans for the orderly transfer of your assets. Our services include:

  • Estate Planning and Administration
  • Trust Planning and Administration
  • Estate Returns
  • Gift Tax Returns
  • Trust Returns

Array of Services

We can help you achieve the most advantageous future financial position for yourself and your loved ones, whether you are long-established or just beginning. This may include:

 

  • Review of Existing Wills and Trusts
  • Develop Lifetime Gifting Programs
  • Assess Generation-Skipping Transfers
  • Wealth Preservation and Transfer Planning
  • Evaluate Charitable Gifting Options and Techniques
  • Assess Retirement Strategies
  • Determine Distribution Plans for IRAs, 401(k) and Qualified Plans
  • Business Succession Planning
  • Prepare Estate Judicial and Non-Judicial Accountings
  • Review Estate Liquidity Analyses
  • Prepare Valuations of Partnerships, Corporations, and Other Entities for Transfer Tax Purposes

We strive to make your life transitions
as smooth as possible.

Laurie Kaplan

Laurie Kaplan

CPA, Partner

Katy Giesecke

Katy Giesecke

CPA, Partner

Larry Isaacson

Larry Isaacson

CPA, Managing Partner

Susan Waterloo

Susan Waterloo

CPA, Partner

Resource Article

How Does the SECURE Act Affect Your Retirement Plans?

The SECURE Act was signed into law by President Trump on December 20, 2019. The bill was created to help Americans save for retirement. The following are key provisions related to retirement planning. Elimination of the Maximum Age for Contributions to Traditional...

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