ESTATE, TRUST, & GIFT

PLAN. PROTECT. PROVIDE.

Effective estate, trust, and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, planning for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. Our estate plans are carefully crafted to reduce potential tax liability and maximize wealth transfer, and we ensure proper execution through detailed compliance reporting.

  • Estate & Trust Consulting

    • Estate Planning
    • Wealth Transfer
    • Risk Management & Mitigation

  • Estate/Trust Annual Income Tax Return

  • Annual Estate Tax Returns

  • Estate/Trust Final Returns

  • Family Gift Planning & Gift Tax Returns

REFERENCE GUIDES

Personal Representatives – Estates
Estate Planning, Wills, Probate, and Transfer of Assets
Estate Tax Form 706
Gift Tax

Looking for more? Check out our Reference Library for additional guides on tax and consulting topics.


“DHA helps us [First Fiduciary Corporation] prepare the majority of tax filings on behalf of our clients in a fiduciary capacity.
We recommend DHA for their knowledge and experience working with fiduciaries, conservatorships, and estates and trusts. They have
been instrumental in helping us organize our files and submit paperwork for timely and accurate tax submissions, minimizing our
liability. DHA provided us with an organizational tool that gives a comprehensive view of tax filings and comparisons to previous years
to make sure income and deductions aren’t missing. The staff is extremely responsive to our requests and unique needs, and they meet
with us each year to help streamline our processes and improve communications between DHA and FFC, which we appreciate.”
-Eric Jonsgaard, First Fiduciary Corporation

LET’S START A CONVERSATION

We’d love to meet you, talk about your financial goals,
and see if we’re the right fit to help you get there.

952.448.4220