At Leed Advisors, we are trusted with companies’ well being so it’s no wonder we are also trusted with the responsibility of managing private estates. Together, we determine the level of comfort you need for your retirement years and ensure a smooth transition of your estate to your heirs. Our goal is to meet the needs of our clients by personalizing a plan for them.
Our estate planning services include:
- Business succession planning
- Business transitions
- Deceased taxpayer tax filings
- Retirement and succession planning
- Tax support services for estate litigation
- Trust taxation