Back to top

Estate Trust Planning

Whitlock & Company is focused on minimizing the income tax cost of implementing financial strategies and maximizing the transfer of wealth to future generations through estate, gift and trust tax planning.

We stay current on all the tax regulations, and are proactive in planning for the implications to each individual or family.  We pride ourselves on our discrete, individualized, and long-term relationships with our clients.

  • Family tax planning
  • Gift tax planning
  • Charitable gifting
  • Strategies to minimize income tax
  • Strategies to minimize estate tax
  • Retirement distribution planning
  • Trust & Estate tax planning
  • Income, gift and fiduciary tax return compliance
  • Business succession planning
  • Cash flow planning
  • Multi-state tax planning