Estate & Gift Planning

Field CPAs, PC provides sophisticated Estate and Gift Planning services for individuals with substantial net worth. Our specialists provide our clients with a range of planning resources including Current Wealth Management and Estate Analysis, Identification of Shortcomings of Current Plan and Recommendation of Changes, Gift Advisory Services, and Follow-up Estate and Trust Compliance Services.

Who Benefits:

• Individuals without a family wealth management plan or those who feel they need to improve their current estate succession plan
• Individuals with estate of $1-5 million net worth for simpler estate planning, or those with unique family issues requiring more involved and extensive planning
• Business owners who wish to transfer ownership with minimal tax exposure
• Philanthropic individuals who gift substantial amounts to charity annually

How you benefit:

• Minimizes estate, gift and income taxes
• Preserves family wealth and assets by redirecting the benefits of the family's achievements away from taxes and back to heirs and desired charities
• Ensures needs of heirs are well taken care of financially, physically and emotionally
• Reduces or eliminates family discord at family member's passing