ESTATES & TRUSTS
Estates & Trusts

Estate & Trust Services in Buffalo and All of Western New York

Proper planning for estate taxes is key to preserving your assets and reducing tax liabilities. 
Our staff understands that these situations can be complicated, so we work hard to make sure that your estate is protected from certain tax liabilities while still following rigid regulations. 

We work with you to understand your estate planning goals and develop a strategy to preserve your wealth and maximize what assets beneficiaries receive by minimizing estate tax and taxes that beneficiaries may incur. This comprehensive plan includes consideration of various estate planning vehicles such as gift planning, utilization of trusts and other tax planning strategies.

Complete Planning & Tax Assistance

In addition to estate planning, we provide fiduciary tax and accounting services to existing and newly-created trusts and estates.
Get peace of mind now and contact us today to discuss your  estate and trust  tax needs with one of our professionals.
We are professional and understanding in these situations, and we put your needs first.
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