Estate planning is more than just planning for estate taxation, especially after being handed the largest tax law change in decades. Estate planning is safeguarding your estate for your heirs, making sure assets are properly managed, planning for appreciation, privacy and protection of assets.Mueller Prost is proud to offer these services along with many other to assist business owners and individuals in achieving family goals.

We offer:

  • Estate overview consulting
  • Wealth transfer planning
  • Succession planning
  • Buy/Sell Agreement consulting
  • Trust taxation planning
  • Consulting on Distributable Net Income
  • Asset protection planning
  • Planning for step-up basis
  • Compliance for Gift and Estate tax filings
  • Charitable gifting
  • And more!

For these and any other estate planning needs, contact Doug Mueller, CPA or Tiffany Kuntemeier, CPA, CSEP.

How may we help you?

 

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