Estates, Gifts & Trusts
Comprehensive planning for what’s next
Developing a plan for the transfer of your wealth can be overwhelming – trying to account for the various assets, beneficiaries, and laws involved in the process, while also keeping the strategy in line with your intentions.
As a firm committed to its people, we know the importance of setting our loved ones up for success. For more than three decades, our team has identified strategies to protect and gift assets, established accounting systems for the administration of those assets, and prepared tax returns for compliance reporting.
We stay informed on the current tax laws impacting your estate so that you don’t have to – ensuring that your family, friends, and favorite charities, will be well-positioned to navigate changes to inheritance and gift taxes.
Our estate, gift & trust services include:
- Business succession planning
- Charitable gift planning
- Estate planning
- Estate & trust administration & accounting
- Federal, state & local tax preparation
- Income tax accounting
- Legacy elder care planning
- Tax planning
- Wealth transfer strategy
Protecting Family Assets for Generations
30 years ago, one of our founders was introduced to the owner of a local business by a bonding agent. The owner was worried about maintaining his assets in the company, and after speaking with one of our founders, was sure that Lanigan Ryan could guide him through the estate planning process.