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Estate Planning

Anyone who owns property, investments, a retirement plan, or personal belongings needs an estate plan. Without an estate plan, your property could be distributed without regard to your family’s needs or your desires.

Estate planning is an ongoing and complex process, and Frazier & Deeter’s experienced estate planning CPAs provide the knowledge and direction necessary to help you make the right moves.

Our tax professionals help you provide for family members, minimize estate and gift taxes, address succession planning issues or maximize the income and estate tax advantages of charitable giving.

We can design a comprehensive, personalized plan that will support your family’s future generations.

A trust allows you to designate a trustee to hold certain assets on behalf of your beneficiary or beneficiaries.  Trusts allow you to control when your wealth is distributed and to which beneficiaries.  There are many benefits to living trusts, including avoidance of probate administration and privacy of inheritance.

Learn More:

Article | Investors Given Flexibility in Opportunity Zone Projects

Article | Tax on Investment Income of Children May Increase Under New Kiddie Rules

Our Estate Planning Services include:

  • Business owner succession planning
  • Charitable giving planning
  • Divorce planning
  • Education planning
  • Estate & trust planning
  • Litigation support
  • Mortgage services
  • Retirement planning

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