X
X

Find Your Specialist

X

Contact Us

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

Privacy Overview

When you use or access the Site, we use cookies, device identifiers, and similar technologies such as pixels, web beacons, and local storage to collect information about how you use the Site. We process the information collected through such technologies, which may include Personal Information, to help operate certain features of the Site (e.g., to prevent online poll participants from voting more than once), to enhance your experience through personalization, and to help us better understand the features of the Site that you and other users are most interested in.

You can enable or disable our use of cookies per category.

When you use or access the Site, we use cookies, device identifiers, and similar technologies such as pixels, web beacons, and local storage to collect information about how you use the Site. We process the information collected through such technologies, which may include Personal Information, to help operate certain features of the Site (e.g., to prevent online poll participants from voting more than once), to enhance your experience through personalization, and to help us better understand the features of the Site that you and other users are most interested in.

You can enable or disable our use of cookies per category.

Necessary Always Enabled

Essential cookies enable you to navigate our Site and use certain features, such as accessing secure areas of our Site and using other features of our service that require us to keep track of certain information as you navigate from page to page. Although some of these cookies are “required” to enable certain functionality, you can disable them in the browser, but doing so will limit your ability to use the features supported by such cookies.

Functionality cookies are cookies that support features of the Site, such as remembering your preferences.

These cookies collect information about how you use our Site, including which pages you go to most often and if they receive error messages from certain pages. These cookies are only used to improve how our Site functions and performs.

From time-to-time, we may engage third parties that track individuals who visit our Site. These third parties may track your use of the Site for purposes of providing us with certain marketing automation features (to help us improve our outreach to current and prospective clients) and providing you with targeted advertisements.