Estate Planning

Estate planning is a unique and complicated process. The team at WNC have the expertise required to assist you in developing a plan to preserve family wealth that meets your individual needs. We start by meeting with you to determine your objectives. Then, by working closely with you, your attorney and your financial advisor, we will develop a plan that will help you achieve your goals.

Estate Planning Services

  • Federal and state tax return preparation
  • Gift tax planning and preparation for Form 709
  • Trust planning and preparation of Form 1041 and all state fiduciary income tax returns
  • Planning for a family business
  • Business Valuations
  • Charitable giving