Estate Planning


Trust & Estate Planning for Tax Advantage

Estate Planning...not only for the wealthy

As you go through daily life, wills, trusts, and estates are far from your focus. Yet estate planning is vitally important, and spending some time on it now can pay off handsomely in the future. You and your loved ones will rest easy knowing that your future is secure.

Planning today can mean a better tomorrow.

We can help you plan for the future to your best tax advantage, to minimize taxes now and avoid excessive taxation in the future.  Our professional estate and trust tax planning services are designed to protect your heirs from undue tax burdens. We provide efficient plan administration assistance, in compliance with state and federal regulations, to allow prompt distribution of assets.

We'll explain the many options to make sure your estate planning meets your needs. We can also recommend experienced estate attorneys to draft wills and trusts from our network of qualified state-licensed legal counsel.

  • Annual Giving Plans
  • Reducing Estate and Gift Taxes
  • Family Limited Partnerships
  • Charitable Trusts



"We were looking for more than a tax preparer and Vittax Advisory provided the solution. They help us plan our expenditures and finances while looking at the big picture...which means no surprises on April 15."

~ William Neiding

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