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We Are a Full-Service Accounting Firm Located in Doylestown, PA

SERVICES: Estate and Gift Tax Planning

Estate planning is an important part of your financial plan. While most people tend to put it off it is necessary to understand the basics of estate planning and how it will affect your loved ones. Planning for the future now helps give you peace of mind to know that you can reduce the burden that falls on your loved ones.

Important Estate Planning Documents

Health Care Directives
Power of Attorney
Final Arrangements

In addition to these documents, it is important to keep a record of passwords, email accounts, insurance, financial information and important contact information for your estate.

The items making up your estate will determine your tax implications at the time of your death. Help to preserve your wealth and pass it down to your beneficiaries with a strong gift tax plan. Understanding the tax implications can help you choose which gift tax planning items are best for you.

Gift Tax Planning

Annual Gifts
Unlimited Gifts
Life Insurance Proceeds
Spousal Transfer

Be sure to review your estate plan over time to reflect your changing objectives and continue to minimize your tax obligations and maximize what you leave behind.

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Location: 252 W. Swamp Road, Suite 8, Doylestown, PA 18901

Phone: 215-348-1820

Fax: 215-348-7124



Gift Tax Planning and Estate Planning are important not just for now, but for the future. Don’t delay in making arrangements in these categories for your spouse and/or children.

Act Now!

Meet with our team of professionals to review your specific tax-related questions or other financial situations.