Estate Planning and Compliance

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Melton & Melton’s role is to help you navigate the complex and shifting tax laws to minimize exposure to estate tax, minimize income tax exposure for beneficiaries, and protect family assets. Our tax professionals have extensive experience in providing this type of service and have access to a network of top-tier estate planning attorneys and valuation firms. Gain peace of mind by working with us to put into place an asset distribution plan in order to avoid future complications and to be sure that your wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones do not have any additional obstacles to deal with during a time of loss.

Our estate planning and compliance professionals can offer personal and attentive service in the following areas:

• Preparation of Form 706 – Estate Tax Return
• Estate and business succession planning
• Income tax planning for descendants

For more information, please contact:

• Marvin Mohn |  mmohn@melton-melton.com