Expertise for Individuals and Families.
You’ve worked hard to build your legacy. As your trusted advisor, we can help you and your loved ones make the most of it.
Our goal is to maximize your wealth transfer while minimizing your estate tax liabilities, including those related to the generation-skipping transfer tax (GSTT). We work closely with your attorney and other professional advisors to achieve the best outcomes for you and your family. With deep expertise in estate, gift, and fiduciary income tax returns, our CPAs will provide the information you need to make informed decisions about your next steps.
Having served individual, corporate and non-corporate fiduciaries for nearly 40 years, F+H understands the unique issues you face. Our fiduciary team is available to assist with everything from planning to tax and regulatory compliance to trust accounting and could even serve as your in-house tax department.
To learn more about our distinctive trust, estate, and fiduciary services, contact us today.
Resource Articles
Year-End Presents from Congress
As we start the new year, and we wish you a wonderful year, it is an opportunity to look at some year-end “presents” from Congress. This is not a sarcastic or tongue-in-cheek comment. These can be some real presents and the fit isn’t too bad. Here are some “presents”...
Take Control of Your Legacy: Planning for Generational Wealth Transfer
Including the right team in your estate planning will help save you and your heirs time and money. Find out how.
Year-End Tax Planning Strategies for 2022
As the year-end approaches, take advantage of these tax planning strategies in the last month of 2022 to reduce your tax liability. Here is an overview of some strategies you may want to consider.
