Estate and Trust Planning

The tax professionals at Offit and Roth handle all aspects of estate and gift planning. Effective planning facilitates the orderly transfer of assets to your designated beneficiaries, provides security for your surviving spouse and gives you peace of mind knowing that your financial affairs are in order.

We can also help to reduce or eliminate the tax due on the transfer of your business or other assets. Our team works closely with local attorneys, prepares 1041s, trust income tax returns and estate tax returns, eliminating confusion and stress for your family. Our tax specialists develop plans to preserve your assets for the financial security of your beneficiaries, so you can rest assured that they will be taken care of in the future.

For business owners, we know that providing business continuity and succession planning is essential. Our experts help guide you through the complex process of taking care of your affairs.