Estate & Trust Services
Gaither & Hollenberg, PLLC offers services to help you preserve your assets for the financial security of your family’s future. Over the years many of our individual and family-owned business clients have also trusted us when planning for business succession, family wealth transfer, family and charitable giving, Individual Retirement Account (IRA) and qualified plan distributions. We can help you understand and weigh the options, so you can make the best decisions for your family.
As an executor you may be faced with the daunting task of administering a decedent’s estate. We can assist with the preparation of estate tax returns, fiduciary income tax returns for trusts and estates, gift tax returns, charitable trust returns, and assistance with beneficiary income tax issues.
As you or your family members age, routine financial tasks may become more difficult or overwhelming. Activities that once came easily, such as paying the household bills or even balancing a checkbook is cumbersome in old age and relying on assistance from family is not always feasible. The best solution in these cases is to hire a professional to lend a hand.
G & H is pleased to offer elder care services through honest and trustworthy assistance. We always operate in the best interests of our clients.