GDM Private Financial Solutions

Trust and Estate Tax Planning

Financial and Estate Planning Bellevue

Estate planning goes well beyond creating a will. Whether for a business or individual, wealth accumulation and preservation for current and future generations requires proactive estate and trust planning strategies. Bellevue CPA firm GDM Private Financial Solutions has extensive experience with estate and trust planning which includes investment and retirement strategies, succession planning, business continuity plans, charitable trusts, estate tax returns and more.

With proper estate and trust planning, you can be confident you will make more, keep more, and eventually leave your beneficiaries with assets with minimum taxation and at maximum ease. GDM Private Financial Solutions will work with you to discuss your goals and recommend a plan that meets your personal objectives.

Estate Planning for Individuals and Families

  • Estate tax planning
  • Trust tax planning
  • Tax reduction strategies
  • Estate tax return preparation
  • Gift tax return preparation
  • Insurance planning
  • Retirement Plan Accounting and Tax Services
  • Succession planning
  • Estate asset distribution schedules
  • Business continuity plans

Want to discuss your estate planning options? Give us a call at 425-283-5425 today to schedule your free initial consultation.