Estates, Trusts, and Gifts Planning and Tax Compliance

Estate Planning Plymouth MI - Trusts, Tax Planning, Returns - PSLZ, LLP - couple

Effective estate, trust and gift planning can provide financial security for loved ones. At PLSZ, we work with our clients to facilitate the transfer of assets to beneficiaries and minimize the associated tax liabilities. 

Our estates, trusts, and gifts services include:

  • Estate planning
  • Gift tax planning
  • Charitable Gifts planning
  • Business succession planning
  • Fiduciary services
  • Preparation of federal and state tax returns – Forms 706, 709, 1041
  • Business valuations