Estate, Trust, & Wealth
Succession Planning

“Comprehensive planning to protect, grow, and preserve wealth for future generations.”

Estate, Trust, & Wealth Succession Planning

Our CPAs work closely and collaboratively with a client’s attorneys, insurance agents, and wealth managers to develop a comprehensive plan based upon the client’s unique objectives. We review alternatives with our clients and provide recommendations that may include lifetime gifting strategies, trusts, charitable donation strategies, and/or education funding of behalf of children or grandchildren. Only with thorough and careful planning can we help ensure that our client’s hard-earned assets are orderly transferred as desired with minimal gift or estate taxes.

Our estate planning services include:

  • Identifying client wealth transfer objectives
  • Coordinate with advisors to estimate estate value and tax liability
  • Estate & gift tax return preparation and compliance
  • Review existing estate plan documents (including wills, trusts…) to ensure compliance with current client objectives and laws
  • Develop efficient gifting strategies to meet the client’s wealth transfer and philanthropic objectives
  • Evaluate charitable giving options and techniques
  • Management of all aspects of trust and estate administration from inception through final distribution

To maintain our independence, Crown & Company does not offer wealth management services nor do we sell insurance products. We do not accept referral fees. In doing so, Crown & Company clients are rest assured that our recommendations are transparent and made only with their best interests in mind.


What We Do