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With our tax, accounting, auditing and consulting solutions, we can help you solve even the most complex challenges and achieve financial stability.

Media Office
Rose Tree II, 1400 N Providence Road Suite 1040 Media, PA 19063
610.565.1120 / [email protected]

Chadds Ford Office
411 Old Baltimore Pike, Chadds Ford, PA 19317
610.388.7800/ [email protected]

Estates & Trusts

Thoughtful planning can protect your assets, save you money, and provide peace of mind.

Estates & Trusts Planning.

We can help you protect your assets, limit tax liability, and ensure your loved ones are taken care of. No one wants to think about death, but we can ensure your finances are in order, your wishes are honored, and give you peace of mind. 

Despite constant misconceptions, estates and trusts are not just for the wealthy. If you have assets of any kind or have a disabled dependent, it is essential to have a conversation about the possibility of setting up an estate or trust. There are numerous types of estates and trusts, and we can help you navigate that process. 

If you don’t already have an estate attorney, we can make a referral to local attorneys we know and trust. If you already have one, we will work in tandem to ensure your plan considers tax implications.

We can also assist with gift and inheritance taxes and discuss options for transferring your assets. These taxes vary by state, and our team is well-versed in those nuances. 

Services provided:

  • Preparation of estate, gift, and nonprofit tax returns
  • Identifying potential liquidity issues
  • Review of wills and trusts 
  • Retirement planning 
  • Charitable trusts 

Tax

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Helping clients achieve financial freedom through smart solutions, rooted in integrity.

Is Your Money Working As Hard As You?

When our clients succeed, we succeed. We help you identify areas that impact your growth and profitability, and work with you to develop comprehensive solutions. For more information, send us a message.