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Trust & Estate Planning


Our Approach

Reaching your financial goals starts with taking a serious look at your situation. We talk with you about upcoming life events to help determine the most appropriate plan for accomplishing your goals. And, if you don’t yet know where you want to be financially in the next 5, 10 or 20 years, we can assist you with that too. We work to provide our clients with peace of mind by working as a team with them and their advisors (trustees, attorneys, insurance consultants, etc.) to ensure that they succeed in this process.

Services

Armanino has an experienced group of caring, seasoned professionals who specialize in estate, trust and business transition planning, compliance and related services. Our basic estate and trust services include:

  • Estate and gift tax planning
  • Estate, gift and trust tax return preparation
  • Post-mortem planning and estate administration
  • Charitable planning
  • Trust and court accounting
  • Life insurance planning
  • Eldercare consultation
  • Accounting and bookkeeping services
  • Retirement account planning
  • Multi-generation planning
  • Business succession planning and valuation

Experts

Resources

Beneficiary Defective Inheritor's Trust – You Just Can't Beat It

The King of Pop was well ahead of his time when he moonwalked to the benefits of utilizing a beneficiary defective inheritor’s trust (BDIT). The BDIT is a powerful estate planning tool that allows you to enjoy the be ...

Gifting Exclusions, Part 2: A Case Study

This common family scenario illustrates the gift tax arithmetic of simple gifts, the use of the annual exclusion, and the requirement to file a gift tax return.

Gifting Exclusions, Part 1: When Is a Gift Not a Gift?

Many wealthy individuals and families take advantage of simple techniques like exclusions to optimize their gifting strategies. Here are three of the most commonly utilized exclusions.