Estate and Trust Planning and Tax Preparation

Losing a loved one is hard enough. But when problems related to estate and trust planning come into the mix, an already emotional situation can become extremely complicated and even more stressful. At Friend & Reagan, our estate and trust planning for individuals can help ensure the financial security of loved ones. Likewise, for businesses, it supports a smooth succession of ownership so there are no unanswered questions about the transition process. Our role is to assist in navigating the complex, shifting tax laws to facilitate the transfer of assets. We also work to minimize the tax liability of beneficiaries.

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