Family Documents Checklist

Who We Serve:

Individuals & Their Families

Business Owners

Executors and Trustees

We Offer Comprehensive Estate, Gift & Trust Services in These Key Areas:

Estate, Gift, Trust Compliance, Tax Planning and Administration

The complexities of estate, gift and trust tax compliance and administration require both tax and accounting expertise. We can help with:

Estate, gift, and trust tax filings
Estate and gift business valuations
Annual or historic trust accountings and fiduciary tax planning
Preparation of an inventory of the decedent’s assets with proper valuation
Determination of appropriate use of disclaimers and other techniques that may apply

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We Offer Comprehensive Estate, Gift & Trust Services in These Key Areas:

Estate Planning, Charitable Gift Planning & Wealth Transfer Strategies

Your estate plan is an integral part of your overall financial plan. We help you weigh tax, financial and non-financial considerations so you can make well-informed decisions.

We help you:

Understand the implications your estate planning goals have in other aspects of your finances.
Select and design charitable gift and/or wealth transfer strategies that fit your estate tax, income tax and financial situation.
See how everything comes together – wills, trusts, beneficiary designations, asset titling, & more – to identify any issues and so we can collaborate with your attorney on any needed changes.

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Estate Planning, Charitable Gift Planning & Wealth Transfer Strategies

Business Succession Planning & Valuation Services

Our team of highly-trained accountants, financial planners, business appraisers, experienced M&A advisors and tax experts are well-versed in the complex aspects of succession and can help business owners properly plan.

Can you afford to gift the business? Are your children provided for in the way you want?
How much is your business worth?
What would happen to your business if you die? Where would that leave your family and employees?
Will the business have to be sold to pay estate taxes?
Is the buy/sell agreement coordinated with your estate plan?

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Business Succession Planning & Valuation Services

Investment Management

Our investment advisory team can manage trust assets and family inheritances, with a focus on risk management and cost-and-tax-efficiency.

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What Our Clients Have to Say

We thought our wills, trusts, and beneficiary designations covered all the important bases. The Bonadio Group's incredibly clear analysis illustrated how these instruments work together with our finances to find our current estate plans will not have the outcomes we intended. This session was well worth our investment and will result in decisions to better protect our family and our assets.

Margaret D.

Client