Estate and Gift Planning

ELO CPAs & Advisors comprehensive estate and gift planning services provide the peace of mind that your wishes will be carried out as you have directed.

Our financial advisors work with you to ensure all your assets are considered and allocated appropriately. We will also provide advice on advantageous methods for minimizing taxes and legal expenses associated with your estate. Our planning takes into consideration the importance of flexibility of your plan before it is instituted.

Estate and Gift Planning Services:

  • Transfer of business equity interests
  • Trusts or alternative entity structures
  • Family/Philanthropic considerations
  • Long-term tax considerations