Advisor meets with client for trust and estate planning

Trust & Estate Planning

Everyone has an estate and needs to plan for it. Baker Tilly’s trust, gift and estate professionals will coordinate a plan based on your objectives now and for the future.

Trust & Estate Planning

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Tax policy update: Senate-approved tax reform bill key provisions and takeaways

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workforce development | Individual tax provisions

Key individual, trust and estate tax provisions in the Senate-approved bill

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One Big Beautiful Bill Act: Key individual tax, trust and estate provisions

Multimedia

Dealership succession planning

In the News

What you need to know to save Washington estate tax

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TCJA sunsets: why financial planning is critical for your estate

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Electric vehicle charging in city under section 30c incentives.

Electric vehicle charging stations impacted by section 30C alternative fuel refueling tax credit

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Actionable federal tax insights for individuals and private wealth in 2024

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Making the unexpected, expected

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Inflation increases present more opportunities for smart gift giving

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IRS: No basis step-up at death for irrevocable grantor trust assets

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IRS announces 2023 cost of living adjustments

Whitepaper

Clients meet with wealth management advisor

Supercharge the sale of your business with a charitable remainder trust

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Strategies to protect and grow a high-net worth portfolio, even in a recession

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Professionals sign contract to close the deal

IRS extends time to file Form 706 portability election

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Volatile economic signals present opportunity for beneficial re-evaluation of estate and business plans

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Boost family wealth with dynasty trusts

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Charitable Giving & Philanthropy

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Individual Income Tax Planning & Compliance

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Ownership Transition & Exit Strategies

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David Yuan

Principal

As you make decisions to ensure your estate plan accomplishes your objectives, Baker Tilly can be your guide.

Our professionals will work with you and your advisors to clarify your goals and objectives. Then, we will identify solutions, design a plan and implementation timeline, prepare for taxes, and more.

At a glance

Baker Tilly has expertise working with families with multigenerational wealth, business owners, family offices and high-net-worth individuals. Our trust and estate planning professionals can help coordinate an estate plan that achieves your objectives and provides reassurance for you and your family. When designing your plan, we consider your unique goals and work to minimize tax implications. And as your goals evolve, our professionals will adapt the plan.