Estates, Trusts, and Gifting
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
Our firm recognizes the importance of communicating with clients about their financial reality, enables purposeful decision making and leads to strong legacy formation.
KDL provides the following estate, trust, and gift tax compliance and consulting services:
- Estate, Trust and Gift tax return preparation
- Gift and estate planning
- Wealth transfer techniques
- Charitable gifting strategies