Services

  1. Services
  2. Tax
  3. Estate | Gift | Trust

Overview

The American Tax Relief Act of 2012 provided a number of extraordinary new opportunities to preserve the wealth in your estate and minimize estate taxes.

Revised tax rates, new exemptions and lower asset valuations combine to create exceptional estate planning potential. GJM can help you examine your estate, gift and trust situation as they relate to your family situation, assets and tax liabilities. Our experts can help you develop a solid plan and set worthy goals. Our experience has shown that families that fail to take this important step run the increased risk of missed opportunities and unintended distributions.

Our Approach

GJM can help you:

  • Provide for your loved ones
  • Protect your assets
  • Reduce risk
  • Comply with rules and regulations

Our focus is protecting your assets, reducing risk, and complying with federal and state rules and regulations.

Questions? Ask an Expert

David Baymiller

CPA

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