Estate Planning & Administration Services

At D’Huyvetter & Swichkow, P.C., we feel that proper estate planning is essential to minimize the tax burden and provide for the intended transfer and disposition of estate assets. Too often individuals pay little or no attention to this matter. This places a burden on family members and can result in the payment of unnecessary taxes.

The complexities of the federal and state laws can be dealt with as our client receives assistance in developing a long-term financial plan. We will propose recommendations for possible gifting programs after a formal estate analysis has been completed. Estate administration includes the executing of all essential accounting functions in accordance with the terms of the will and provisions of trust agreements that may exist.

We believe our clients benefit tremendously from our experience and expertise in the complex area of estate planning and administration.

Please contact us via phone at 404.231.3500 or email us at inquiry@dspccpa.com to discuss your specific needs. We are dedicated to providing personalized and timely service to each of our clients.

We really appreciate your interest!