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
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.
Our trust, gift and estate services
- Wealth transfer economic and tax analysis
- Financial planning, including cash flow analysis
- Lifetime transfer planning
- Charitable giving and foundation planning
- Estate management and distribution planning
- Multistate estate planning
- International estate planning
