Estate & Trust Tax Planning

KNV understands that estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues. Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for a surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential part of overall strategic planning. 

KNV will guide you through the complex process of getting your financial affairs in order and lend our expertise in the following areas:

• Business Succession Planning
• Trust and Estate Taxation
• Estate Plans
• Deceased Taxpayer Tax Filings
• Post Mortem Tax and Estate Planning
• Tax Support Services for Estate Litigation 

KNV will assist you in the proper structure of an Estate Plan with the assurance that your objectives will be achieved.