Estate & Gift Planning Services
Estate and gift planning are an important part of managing your financial future and legacy. MTA is a trusted advisor who provides comprehensive estate planning services to help you meet your goals. Our team can help navigate the complexities of gift giving to ensure your assets are protected and your family is provided for in the ways you intend.
Gift planning is a way to minimize future estate taxes while passing your assets to the people and organizations that mean the most to you. We stay up-to-date on the latest gifting laws and routinely develop strategies that will reduce your tax burden.
Our estate and gift planning services include:
Tax filings that correspond to estate plans or gifts, including trust income tax returns and estate tax returns.
Estate Plan Development and Maintenance
We will work with you to design an estate plan that will meet your goals and preserve your legacy. Plans cover gift planning strategies and allocation of assets to spouses, children, trusts, and charities. We routinely partner with attorneys and investment advisors to ensure your plan is setup to withstand evolving tax implications.
MTA routinely supports clients to through its financial planning and investment strategies. Through strategic wealth management relationships, we ensure our clients are prepared for long term investments while while minimizing tax exposure.