For over 75 years, we have been providing our clients with estate and wealth succession planning services. Estate planning is essential for all individuals to ensure appropriate management of your assets during your lifetime and for your family’s future financial security. During the planning process, our professionals will assist you, your attorney, and other advisors to develop a plan that achieves your objectives in the most tax efficient manner possible. This may include, finding gifting opportunities to loved ones, setting up charitable giving plans, creating trusts for children and future generations, and developing succession plans for your businesses.
Whether you are an individual whose estate plan includes multiple trusts, the executor of an estate, gifting a sizable amount, or anyone else with a question about trusts, estates, and gifting, our practice has the professionals to assist you. We will make sure you understand the strategies and tax implications of your wealth succession plan and will help you meet your goals while complying with state and federal filing requirements.
Our interdisciplinary team provides a full suite of wealth preservation services including:
David is a partner with experience across tax, accounting, and advisory services. He began his career in public accounting over 30 years ago, focusing on serving high-net-worth individuals and growth-oriented companies. His primary areas of experience include providing tax and advisory services to clients in the software, real estate, private equity, professional services, technology, and creative services industries.
Julie is a supervisor in the Tax & Accounting Services practice of Saltmarsh, Cleaveland & Gund. She works with a wide range of industries, including construction, manufacturing and high-net-worth individuals. She began her tax career in 2016 as a staff accountant and also worked as a senior accountant for a Georgia-based firm.
Protect and preserve your legacy with comprehensive estate and wealth succession planning. From trusts and gifting strategies to business succession and tax-efficient planning, our experienced team helps you achieve your goals while ensuring compliance. Reach out today to secure your family’s financial future.
