Proactive Estate Planning is Essential
A well-crafted estate plan does more than manage trusts—it preserves what you’ve built for the next generation. AAFCPAs’ team, led by CPAs, consulting tax attorneys, and wealth advisors guides you through every facet of estate planning, from minimizing estate taxes to protecting family assets and ensuring a smooth transfer of your legacy.
“The Estate Tax is a Tax on Those Who Don’t Plan.”
Without a comprehensive estate plan, your wealth could be eroded by unnecessary taxes, legal challenges, or family disputes. Proactive planning ensures your wishes are honored and your family is protected. AAFCPAs helps clients avoid costly missteps, anticipate future needs, and keep more of their wealth for the people and causes they care about.
Strategic Estate Planning | Tailored Trust Services
Estate Planning Strategies
We provide guidance on the development of wills, powers of attorney, and advance directives that clearly reflect your wishes and safeguard your loved ones. Our team also helps you take full advantage of tax-saving opportunities, such as federal and state exemptions, gifting strategies, and other tools, to protect your estate from unnecessary taxes. When it comes time to transfer business interests, real estate, or family assets, we ensure the process is smooth and thoughtful, so what matters most to you is passed on just as you intend.
Trust Planning for Every Need
Trusts can be among the most effective ways to protect what you’ve built, maintain your family’s privacy, and reduce taxes—all while keeping your wishes at the center of your plan. We assist with the management of a range of trusts, from revocable and irrevocable trusts that offer flexibility and control, to specialized solutions for business deals, real estate, and unique family situations. Whether you need a special needs trust to care for a loved one or an asset protection trust to guard against unexpected claims, we’ll design a thoughtful strategy tailored to your priorities and give you peace of mind for the future.
Proactive Tax Planning & Execution
Tax planning is a cornerstone of a successful estate and financial strategy. We go beyond preparing and filing required estate and trust tax returns by considering how each decision fits into your overall goals. Through careful coordination of tax strategies, such as leveraging basis step-ups, lifetime gifting, and generation-skipping opportunities, we help you not only meet compliance requirements, but also enhance the long-term value of your estate. This integrated approach is designed to maximize what you pass on to future generations, protect your assets, and support your broader financial vision.
A Holistic, Collaborative Experience
With AAFCPAs and AAF Wealth Management, your goals drive our efforts. Our deep bench of tax attorneys, advisors, and CPAs combine legal, financial, and tax perspectives so your estate plan is comprehensive, resilient, and fully executed. We streamline complex processes, help minimize family conflict, and help ensure a seamless transfer of assets.
Contact Our Team
Ready to maximize your wealth and protect your legacy? Contact our team for a confidential consultation.
Joshua England
Andrew Hammond
Daniel Seaman
Contact Us
We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>