Trust and Estate Assistance

Troy estate and trust planning

The aim of trust and estate planning is to develop a practical financial plan that will preserve wealth and transfer it to future generations with minimal tax consequences. The input of an experienced financial professional plays a critical role in effective trust and estate planning for individuals. At Puckett, Clement and Schellenberg, P.C. we are a Troy, MI CPA Firm that’s deeply invested in protecting the interests of our clients and their families. We’ll employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets and the funds will be transferred to them in an organized and timely manner.

We firmly believe that the first step in developing an estate plan is listening. Your estate plan should match your personal goals and priorities. So we take the time to learn all we can about each of our clients and then outline a plan that meets their particular needs while protecting assets for their beneficiaries.

Contact us at 248-952-9520 for a free initial consultation and tell us about your financial objectives. Together we’ll devise a practical trust and estate plan that will protect your family for what lies ahead.

Estate Planning

Puckett, Clement and Schellenberg, P.C. has solid experience in estate planning techniques and is a valuable resource in developing a practical estate plan tailored to your desires, time frame and financial situation.

Trust Planning and Charitable Gifting

We work in conjunction with estate attorneys to prepare living trusts, charitable trusts and residence trusts.

Estate and Trust Tax Services

Our comprehensive estate tax services include preparation of estate tax returns and gift income tax returns. We also offer estate income tax planning to keep the taxes owed on your estate at a minimum.

Business Succession planning

For a smooth transition when transferring ownership of your business, you need to put a sound succession plan put in place ahead of time. We can devise business continuity plans and buy/sell agreements to ensure your business is ready for whatever comes next.