Estate & Gift Tax Planning

New laws, an uncertain tax environment and changing economic conditions can make estate planning a challenge. For over 80 years, Flagel Huber Flagel has been helping individuals and families plan for the future with a host of estate planning services. 

Effective estate planning allows you to maintain your current lifestyle while efficiently transferring assets to the next generation or to charity. More specifically, this planning will enable you to: 

  • Preserve the assets you’ve spent a lifetime building
  • Protect your spouse, children and other heirs
  • Ensure that your assets are distributed how and when you want them to be
  • Reduce the amount of estate tax that will be due
  • Provide for charity if that is part of your plan.
  • Maximize step-up in basis

Our Approach
With a focus on minimizing tax implications, our estate planning process includes:

  • Examining your current circumstances
  • Identifying your goals and objectives
  • Evaluating your current estate plan
  • Developing a revised estate plan, if necessary
  • Helping you take action to implement the estate plan
  • Providing periodic review of the estate plan
  • Working together with your attorney
  • Effective planning for a liquidity event

Our Experience

  • Gift planning
  • Gift tax return preparation
  • Estate tax return preparation (Form 706)
  • State inheritance tax preparation and planning
  • Trust planning and trust tax return preparation
  • Family partnerships
  • Freeze partnerships
  • Sales to defective grantor trusts
  • QPRTS, GRATS, Charitable trusts
  • Private foundations
  • Investment review
  • Valuation services
  • Life insurance planning and analysis

Our Tax Team
Bruce G. Kreinbrink, CPA, CFP, Partner
James R. Hochwalt, CPA, ABV, FACFA, FACFEI, CFF, Partner
Jeffrey M. Woeste, CPA, Partner
Linda B. Hadley, CPA, MBA, Manager