ESTATE AND TRUST PLANNING

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Gebhard & Giguere’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liabilities for your beneficiaries.

Every estate and trust planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free.

We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, We will be there with you.

We can help you…
• Clearly define your estate planning goals.
• Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
• Evaluate and recommend estate planning options.
• Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
• Decrease the problems and expenses associated with probate.
• Lessen taxes at time of death.
• Arrange for management of your estate in the event you are incapacitated.
• Draft a working plan for conserving and effectively managing your estate after death.
• Transfer the assets of your estate to heirs the way you want.
• Organize fair and adequate liquidation of estate to cover taxes and other expenses.
• Amend your plan as needed.

For more information about Gebhard & Giguere services, please click here to complete our contact form or call us directly at 651-328-6080

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Testimonials

I have multiple businesses that need the attention of a good tax professional. And it's more than just filing my returns. I will often have questions throughout the year regarding my taxes and accounting. At each step of the way, the ladies at Gebhard & Giguere have been there. Always quick to answer questions and offer support. I have been working with them for many years and will continue to do so.
~ Jerry
If you want your taxes done by a conscientious team of people look no more! These ladies are the BEST! Trust me! We had a unique situation regarding Canadian income that accountants in FOUR other states could not figure out! But Robin and her vast knowledge and wonderful staff not only completed them correctly but also in a timely manner! They are professional, experienced, as well as nice and caring. Look no farther; you won't be disappointed!
~ Linda
Gebhard & Giguere does an excellent job with our business and personal accounting needs. From employee payroll to quarterly reporting to annual taxes - they have covered all our needs and done so with perfection. They are quick to respond and always ready to help. I mostly appreciate their personal touch, remembering our special nuances and keeping our best interests in mind. I highly recommend Gebhard and Giguere for all of your accounting needs!!!
~ Karen
Great service, very dependable, up to date on Tax laws and their impact on a small business. Would recommend this Accounting Service to anyone who wants quick, dependable, honest and customer oriented tax support.
~ Mark
I've found Robin to be delightful and professional and our taxes were expertly handled. Communication can be a little spotty, which I attribute partly to being the first year I've used their services and not having the client portal log-in until partway through tax season. I do not anticipate this being a problem next season. This isn't a big corporation. You'll be talking to the boss. That's a good thing.
~ Bob

ESTATE AND TRUST PLANNING

Testimonials

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