Fiduciary and trust services

In recent years the tax laws have undergone numerous changes leaving the individual with the difficult task of staying current with the latest compliance requirements and avoiding costly pitfalls. With these changes comes significant opportunities for individuals to preserve their assets for future generations.

Davie Kaplan assists clients in growing and protecting their financial wealth by designing and implementing tax strategies while minimizing taxes. We stay up to date on the continuously changing tax laws and the unique trusts that may be appropriate for some of our clients.

Our experienced staff works with individuals and family members to achieve their financial objectives in an overall plan for today and into the future. Our practice is rooted in traditional income tax, estate tax, and trust work, but continues to evolve with the times and needs of our clients.

We specialize in tax planning services, including:

• Income, estate and gift tax planning and compliance
• Financial planning
• Retirement and education planning
• Asset protection planning
• Medicaid planning
• Life insurance planning
• Analyzing the benefits of various types of trusts
• Use of gifting to reduce income and estate taxes

For more information, contact John R. Wilson.