Estates
and Trusts
Delivering personalized plans that fit you and your family's situations
Whether it’s ensuring proper transfer of assets in a comprehensive estate plan or developing an orderly and effective business succession plan, Brady Ware’s trusted advisors deliver personalized plans to fit your unique environment.
Our team works with your legal advisors and handles numerous private individuals as well as owners of small businesses to minimize income, estate and gift taxes. Beyond planning and advisory services, Brady Ware provides tax compliance for trusts, estates and gifts.
Estate Planning
We understand the complexity of estate planning and how to save thousands of dollars in court fees and estate taxes while ensuring your loved ones are provided for. To manage this process, we work in collaboration with your team of advisors – legal, insurance, investment management and family members – to develop an integrated estate plan—one that minimizes your estate taxes while providing for your beneficiaries in the way you desire.
Our tax and finance experts help you:
- Establish family-limited partnerships that maximize control and flexibility while minimizing estate taxation
- Synchronize your estate plans with your business succession plans
- Set up gifting programs and charitable gifting strategies
- Provide necessary cash flow during your lifetime and that of your spouse
- Ensure equitable disposition of family-owned businesses with accurate business valuations
- Ensure proper use and distribution of life insurance and retirement plans
Secure Your Legacy: Essential Estate & Trust Planning Downloads
Individuals and Trusts
Brady Ware assists entrepreneurs, business owners, and high-net worth individuals and their families with strategic tax planning and compliance. Ever-changing tax laws have become cumbersome to navigate alone. Our advisors help capitalize on opportunities to minimize your tax liability. You have put tremendous effort into growing and maintaining your wealth. Our goal is to help you manage, preserve, and transition your wealth, so you can enjoy life’s pursuits now and in the future.
We help with:
- Federal, State and Local Tax Compliance
- Personal and Small Business Tax and Advisory Services
- Trust, Gift, and Estate Tax Compliance
- Family Wealth Planning
- Audit Representation
- Valuations
- Charitable Gift Planning
- Transaction and Incentive Stock Option Advisory Services
- Real Estate Investment Tax Services
- International Advisory Services
We commonly work with:
- Charitable Remainder Trusts (CRAT/CRUT)
- Charitable Lead Trusts (CLT)
- Electing Small Business Trusts (ESBT) and Qualified Subchapter S Trust (QSST)
- Irrevocable Life Insurance Trusts (ILIT)
- Spousal Lifetime Access Trusts (SLAT)
Estate Planning Controversy
Valuation services play a crucial role in estate planning. By providing accurate assessments of assets, such as businesses, real estate, and personal property, these services help determine the value of an estate for tax purposes. This information is essential for minimizing estate taxes and ensuring that assets are distributed equitably among beneficiaries.
Covering all aspects of the commonly used trusts, gifting and the estate planning process, our eight-part video series gives insights and strategies to best prepare yourself and your family.
Questions?
Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.
Mark A. Kassens, CPA
Shareholder
mkassens@bradyware.com
