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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

Taxpayer Victory for Co-Owners of Mortgaged Residences

The IRS has announced that it will abandon a position it had taken with respect to co-owners of a mortgaged personal residence who are not married to each other. This fact pattern can aris ...

A Qualified Personal Residence Trust Will Leave the IRS Saying “@!#?@!”

A Qualified Personal Residence Trust, or QPRT (pronounced q-pert), is an excellent tax-efficient vehicle to transfer your primary or vacation home out of your estate. The name may also remind you of that favorite oran ...

A Case Study for Bunching Itemized Deductions

This simplified example illustrates the potential benefits of a “bunching” strategy for itemized deductions.  Bunching means paying two years’ worth of your itemized ...

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.