When choosing a firm to handle your estate planning, experience and service matter.
Trust and estate planning has always been an important function, and it has become increasingly complex and challenging in recent years as estate tax laws have been in constant flux. When looking for a firm to handle your needs, it’s crucial to choose experienced and skilled representation in planning for various trust and estate issues, as missteps can lead to large, unexpected tax bills. You need a firm with both CPA and legal experience that can plan for the unexpected, is up to date on the constant law changes, and is able to take the lead when it comes to tax compliance. You need a firm that can help you develop an estate plan, is familiar with the many trust instruments available, and is prepared and experienced enough to tackle all the complex issues that will arise.
Raines & Fischer is such a firm, able to provide highly personalized CPA services and expert legal guidance every step of the way.
Trust and estate planning has been one of Raines & Fischer’s fastest growing practice areas in recent years. Our managing partner, Alan P. Raines, Esq., is also a practicing attorney, who brings a wealth of experience in handling estate and trust issues to you. All our partners are well versed in trusts and estate planning as well, and, together, we are able to offer step-by-step guidance to ensure your wishes are met.
In the planning stage, we will help you develop an estate and gift plan, write or modify your last will and testament, and create trust vehicles. In the implementation stage, we can serve as executors for your estate, or alternatively, assist your executors in probating your estate, and handle all your tax compliance needs, including filing all estate tax returns, and respresenting the estate at estate tax audits when required.
With our depth of experience in law and accounting, high level of personalized service, and active partner involvement, Raines & Fischer is the perfect choice for you and your loved ones’ needs.