Estate Planning Services

Deciding what to do with your assets now and after you're gone is vital to ensuring the well-being of the people and things you care about. At Dixon Hughes Goodman, our experts can help you through these important personal decisions and ensure that your wishes are carried out as you intended.

There's much more to estate planning than having a will. Making arrangements for your assets now and in the future can involve setting up trusts to support your children, sheltering your estate and finding tax-saving opportunities through gifts to family and charities.

Our estate planning services include:

• Reviewing wills
• Setting up trusts, such as revocable and irrevocable trusts and special-needs trusts
• Planning for education and retirement needs
• Business succession planning, valuations and buy-sell agreements
• Developing insurance and gifting strategies
• Preparation of estate and gift tax returns