Estates & Trusts

We work with business owners, family members and trusted advisors, such as attorneys, financial planners and other professionals on a wide variety of estate planning and trust services uniquely designed to fit your needs.

Succession Planning

  • For business owners, succession planning to ensure the continuity of their business,
  • whether the business is transferring to family, employees or an outside investor
  • With proper succession planning, we can help minimize your income, gift and estate taxes
  • Our business valuation services can enhance a successful plan

Estate, Trust and Gift Taxes (or compliance)

  • Let us compassionately guide you through the complex estate, trust and gift tax issues
  • and assist you in the orderly transfer of assets to your beneficiaries
  • We can help provide security for your survivors
  • Establish the gift or estate tax values using our business valuation services
  • Maximize your beneficiaries’ benefits by minimizing the estate, gift and income tax burden
  • For business owners, providing for business continuity and succession is essential

Business Valuations

  • Whether selling, planning for gift or estate taxes, knowing the value of your business is essential

Services We Provide:

  • Estate tax planning
  • Income tax planning
  • Compliance tax services, federal and state
  • Estate
  • Trust
  • Gift
  • Estate, gift, and income tax planning in conjunction with succession planning for business

Testimonial 10

As an attorney handling Estate Planning and Probate matters, we are only as good as our team. I am happy to consider Shannon & Associates as an integral part of the “team” of professionals we refer our clients to. From Estate Planning and tax considerations, compliance matters, business succession planning or assisting an Executor with the Estate tax matters – I am confident that the group of professionals at Shannon will handle my client’s matters both competently and with the same level of customer service we strive to provide. Shannon & Associates is my go-to referral for years now.

Grifan Cayce, Partner
Cayce | Grove Law Offices

CPAs and management consultants focused on helping you grow your business.