quoteCook Martin Poulson amended my taxes and got me several thousand dollars in a refund.quote

Rob Corcoran
Influence Real Estate
Cfo Services Utah

Estate & Succession Planning

Don’t allow the government to tax you twice. We can help you keep what you’ve earned by working with your estate planning attorney to properly protect your previously taxed assets. We advise clients on the tax issues that arise in the estate plan area, and have worked extensively with the gift, estate, and generation-skipping transfer laws. Establishing an estate plan is critical to avoiding double taxation. Some of the strategies to a successful estate plan include:

  • Creation of wills and proper types of trusts
  • Gifting to heirs
  • Charitable giving
  • Family limited partnerships and limited liability companies

Estate Planning Checklist