Estate Tax Planning

It is very important to note that effective estate planning needs to be done in conjunction with a qualified estate planning attorney. Estate planning attorneys prepare your legal documents including wills, powers of attorney and trusts. Anstiss & Co. works closely with the estate planning attorney of your choice to minimize the tax implications of the plan that is ultimately adopted. We can assist you in selecting a qualified attorney if you do not have an existing relationship with an attorney in this field.

The Anstiss & Co. professionals that handle our estate planning cases possess advanced degrees in taxation and have been working in the estate planning field for many years. Preparing for the unexpected is an important piece of your estate plan, and our team of professionals can help provide you with an appropriate course of action to protect your assets.

Anstiss & Co. is a great choice for your estate planning consultation because we take the time to fully understand your family and financial needs, and will work closely with your estate planning attorney. We know how important this process is to you.

Estate Tax Planning

Raymond L. Anstiss, Jr., CPA, MBA
Richard B. Dionne, CPA, MST, CGMA

Featured Team Member
Jeffrey A. Paquin, CPA

contact us