Trusts & Estates

Our team has extensive experience in developing and executing tax-efficient wealth transfer strategies that preserve value for your family and for future generations. Whether your goal is to lessen the overall tax impact on your estate at the time of transfer or to develop a holistic strategy to ensure effective estate management, Siegfried & Luke, Inc. will focus on helping you reach your goal.

Siegfried & Luke CPA provides the following wealth transfer services:

Tax Compliance

We prepare trust and estate tax returns as well as gift tax returns.

Tax Planning

Having a trust or a will is a good start, but Siegfried & Luke, Inc. can help ensure a plan that will easily transfer your assets to the intended recipient with the least amount of difficulty and taxes.

Tax Consulting

Estate tax laws have changed a lot in the past decade and more changes are predicted in the future. Our team can meet with you to discuss any changes that need to be made to ensure planning for the future is as efficient as possible.

Tax Representation before the IRS, state and local taxing authorities

If you receive a tax notice or audit from the IRS, we will manage the communication and submission of any documents needed to resolve the matter.

Estate planning guide

You want to maximize what you leave for your beneficiaries. In order to do that, we will meet with you and your attorney to determine the tax issues that go along with creating fundamental estate planning documents such as a will, health care proxy, and durable power of attorney.

Gift planning

We can help you determine exemption limits, which allows you to give up to a certain amount without incurring tax. Many people use the gift tax exemption to transfer assets while they are still living, as part of their strategy to maximize what their beneficiaries receive.

Trust planning

There are varying types of trusts that are designed to meet different needs. We can help you determine which type is best to help you meet your goals.