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941.366.2983

941.366.2983 

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941.485.4847

941.485.4847 

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Estate Planning

Without the right resources, planning for the future can be an overwhelming process. At Cavanaugh & Company, we understand that every person has a unique mosaic of life that includes family, interests and dreams. That’s why we look at your life, listen to your needs and personalize our estate planning services to fit your goals. Once a plan is in place, we perform periodic reviews to determine whether modifications are necessary.

With a comprehensive process and custom-tailored estate plans, we can assist individuals, estate executors and administrators with small to large estates with:

  • Estate plan creation and implementation
  • Fiduciary and estate income tax returns
  • Probate and trust court accountings
  • Arranging and transferring business interests and other assets to dynasty trusts
  • Qualified personal residence trusts
  • Marital trusts
  • Family limited partnerships, charitable foundations and trusts
  • Grantor trusts and other transfer vehicles 
  • Gift tax returns

Our experienced, professional staff takes a team approach to estate planning, working closely with families, estate planning attorneys and investment advisors to identify and enact the best solution for wealth transfer, which may include:

  • Organizing and reviewing documents already in place and recommending amendments where needed
  • Reducing taxes at time of death
  • Conserving and managing your estate after death
  • Transferring assets to heirs
  • Generation Skipping Transfer (GST) planning and lifetime gifting
  • Liquidity organization to cover taxes and expenses