Estate & Gift Planning Strategies

Estate & gift laws are complex. When planning to transfer your wealth, make sure you’re working with a team that knows the lay of the land. We will meet with you and your family to understand your goals and objectives. Then, you’ll get a plan designed just for you to help protect your family’s assets through maximum wealth transfer.

You worked hard to get where you are – protect your wealth for you and your family.

Contact our Individual Tax Professionals

Rea’s tax services team brings together a group of experienced financial professionals who understand the tax needs of individuals. For more information on any of our individual tax services, contact our tax professionals or Lesley Mast, CPA, the head of our tax services team.