Pignatare and Sagan LLC Accounting Tax CPA EA

Estate Tax Services


Our services include but are not limited to:

  • Estate & Trust Planning
  • Family Wealth Preservation
  • Trust Accounting and Administration
  • Charitable Donation Planning with the Use of Trusts
  • Estate and Generation-Skipping Transfer Tax Return Preparation
  • Gift and Generation-Skipping Transfer Tax Return Preparation  
  • Income Tax Return Preparation for Estates, Fiduciaries and Trusts
Estate Tax Information Sheet
Download
Pignatare & Sagan LLC can assist in all aspects of the estate planning process by working with you and your legal counsel to create and administer an estate plan that achieves your goals, while preserving the wealth you have created and accumulated throughout your lifetime.  This could involve the utilization of various trust structures as well as succession planning for your business.  By carefully considering the goals, desires and desired results of the estate during the planing phase our clients can pass the maximum amount of wealth onto the next generation while minimizing the effect of taxes on the estate.

Estate planning not only involves planning for the estate tax but it also involves planning for the transition of wealth from one generation to the next. This introduces complexities such as
 
establishing how the wealth is used by the heirs 
training the next generation to assume control of the family business if applicable
preparing family members for the distribution of assets and the responsibilities associated with maintaining those assets.
​​​
Many clients are concerned about the future of their spouses, children and grandchildren. They want to preserve and keep family wealth within the family and prevent assets from being spent carelessly and frivolously. Creating dynasty trusts can provide for the future college and education expenses of children and grandchildren while possibly providing a financial resource for the beneficiaries. 
In the end, the planning process leads to the filing of the estate and income tax returns.
Meet Ben, one of Pignatare & Sagan's estate tax experts
Pignatare and Sagan LLC Accounting Tax CPA EA