Estate planning is more than just planning for estate
taxation, especially under recent changes to tax law affording large federal
lifetime estate exemptions. Estate
planning is safeguarding your estate for your heirs, making sure assets are
properly managed, planning for appreciation, privacy and protection of assets.Mueller Prost is proud to offer these
services along with many other to assist business owners and individuals in
achieving family goals.
- Estate overview consulting
- Wealth transfer planning
- Succession planning
- Buy/Sell Agreement consulting
- Trust taxation planning
- Consulting on Distributable Net Income
- Asset protection planning
- Planning for step-up basis
- Compliance for Gift and Estate tax filings
- Charitable gifting
- And more!
For these and any other estate planning needs, contact Doug Mueller, CPA or Tiffany Kuntemeier, CPA, CSEP.