Trusts & Estates

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TGM Group will help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.  Our objective is to work with you in developing a plan that meets your expectations and that also demonstrates foresight in the face of changing laws.  We develop options that maximize your tax savings to the greatest extent possible.  Effective estate and trust planning can ensure financial security for loved ones.  For businesses, it can maintain a smooth succession of ownership.  With some advanced planning and the help of our accountants, feel the peace of mind in knowing that your family and wishes are cared for.
We can assist with:
  • Estate and trust income tax preparation
  • Setting up and transferring business interests and other assets to dynasty trusts
  • Qualified personal residence trusts
  • Marital trusts
  • QTIP Trusts
  • Family charitable foundations
  • Charitable trusts
  • Life insurance trusts
  • Family limited partnerships