Experienced Estate Planning and Estate Tax Planning Attorneys
Transferring assets to the next generation at minimal tax, probate, and administrative costs are your primary objectives. At David & Wierenga P.C. we help people with their wealth transfer concerns, such as delayed distributions to children or grandchildren, planned giving, setting up charitable trusts, business succession and other wealth preservation techniques. We have extensive legal and tax experience in transferring businesses to the next generation. If you don’t have a plan in place, you are putting your family and yourself at risk for the future.
Our estate planning practice includes many techniques for asset protection and wealth transfer. We handle issues, including:
For clients who need help with estate planning, the attorneys of David and Wierenga, P.C. are skilled in trust and will preparation, estate tax savings, gift taxation issues, probate, trust administration, succession planning and charitable entities. We file all applicable estate and gift tax forms with the IRS, and oversee IRS audit matters. We understand how tax matters affect estate planning. Together our attorneys can give you the competent legal advice you need to accomplish your estate planning goals.