Estate Planning

Supporting Estate Planning With Tax Services for Every Stage

Crowe Horwath LLP estate planning services help confirm that the assets you have accumulated over many years of hard work are distributed in accordance with your wishes while avoiding unnecessary taxes and expenses. Our professionals can help reduce the risk of overlooked opportunities and assist in every step of the process starting with understanding your intentions and including execution and review.

We collaborate with attorneys as well as insurance, financial, and investment specialists to bring together an experienced team providing services focused on:

  • Offering unbiased analysis of estate planning documents and life insurance
  • Exploring methods for tax savings
  • Maximizing wealth transfers
  • Valuing transfers of business interests
  • Analyzing will, trust, and incapacity documents
  • Maximizing intergenerational wealth transfers
  • Exploring irrevocable life insurance trusts
  • Examining marital deduction transfers and funding
Contact Us
Marvin Hills - 150
Marvin D. Hills
Partner, Private Client Services Leader
Sally Day - 150
Sally E. Day
Managing Director