Estate Planning Services

To achieve a lasting legacy, you need comprehensive estate planning advice that is customized for your unique goals.


Talk To An Expert

Tax Estate Planning Hero

 

checkmark

Keep pace with a changing tax environment

checkmark

Minimize your tax burden and accomplish your goals

checkmark

Tackle tax problems before they occur

Experts you can rely on.

For decades, HoganTaylor estate planning professionals have leveraged their tax and business advisory expertise to help individuals like you accomplish their goals and minimize their tax burden.

We believe our role as financial stewards starts with developing a clear understanding of your objectives and the unique challenges that stand in the way of achieving them. We’re cognizant of the important role communication plays in the planning process, which is why we work closely and collaboratively with our clients, their families, and their existing advisors to develop the right plan of action and concisely communicate its impact.

Talk To An Expert

Estate Planning Section Feature

Why consult with HoganTaylor?

You have an attorney, so why do you need to speak to a business advisory and public accounting firm?

We work closely and collaboratively with your existing advisors, providing valuable consulting services that empower them to develop unique solutions and execute on your behalf. Most commonly, we support your existing advisors in the following ways:

  • Estate and gift tax analysis and compliance
  • Business valuations
  • Estate and gift tax modeling
  • Estate and gift tax research
Technology that elevates

We are a leader in leveraging technology in the delivery of services to our clients. Our investment in technology includes Bloomberg BNA Estate & Gift Tax Planner™, an advanced tax software that includes built-in tax knowledge, automatic calculations, detailed projections, and compelling data visualization.

The BNA Estate & Gift Tax Planner™ software, combined with our knowledge of your objectives, empowers you to achieve your financial goals by providing you with highly accurate strategic plans and detailed tax projections.

Consulting Services

Charitable gift planning

Estate and gift tax planning

Generation-skipping transfer tax

Structures for making gifts

Irrevocable life insurance trusts

Qualified personal residence trusts

Grantor retained annuity trusts

Grantor retained income trusts

Family limited partnerships

Family limited-liability companies

Intrafamily sales

“Intentionally defective” irrevocable trusts

Business valuation

Compliance Services

Estate

Charitable

Fiduciary

Gift

Income tax issues

Talk To An Expert Download Info Sheet

"We know leaving a lasting legacy is paramount."

“We know you’ve worked hard for your success and leaving a lasting legacy for future generations is paramount. To achieve a lasting legacy, you need comprehensive estate planning advice that is customized for your unique goals. Our team of business advisors and CPAs seeks to elevate the work of your existing advisors through enhanced wealth succession strategies, innovative planning tools, and the financial guidance you need to achieve your long-term goals.”

 

—Lou Ann Gibson, CPA/ABV, CVA, MAFF

    Lead Estate Planning Partner

Contact Info and Bio

Lou Ann Gibson BW 450x500

 

Let’s work together.

1


Talk to a HoganTaylor Expert

Have a conversation with our experienced advisors. We listen, get to know you, your company, and your goals.

2


We Take Your Business to Heart
We find out what’s important to you and make it important to us. Our team creates a customized plan and together we refine it to ensure success.

3


Move Forward with Confidence
Now, you can rely on expert advisors who help you solve your biggest challenges.

Talk To An Expert

Move forward with confidence.
Talk to an Expert.

Ready for a more proactive approach? Get the tax advisory and compliance services you need to stay in command of your business.