Estate Planning
Mueller Financial Services, Inc. assists you to preserve and protect your assets, provide for the security of your family, and fulfill your philanthropic wishes, while minimizing estate and gift taxes. Estate Planning is a crucial component of managing wealth successfully.
We offer sophisticated strategies and techniques for individuals with large estates or complex family relationships. Our approach includes estate planning within the context of your overall individual or business financial goals and to combine it with tax-minimizing strategies and asset protection. We are adept at mediating the sensitive family issues that estate planning may sometimes entail.
The types of services we offer are:
- Trust advice and funding methods to fulfill personal goals, minimize estate taxes, protect assets, provide for special needs family members and for business succession planning purposes. Types of vehicles that we advise on may include charitable trusts, irrevocable life insurance trusts, family limited partnerships, and qualified personal residence trusts.
- Gift, estate and income tax saving strategies and estate tax return preparation. Our experienced CPAs and financial planning professionals help to provide sophisticated tax reduction strategies—allowing you to maximize your financial goals.