Trust, Retirement and Estate Tax Planning

Understanding the right approach to your estate and trust plans can have an enormous impact on the value of your wealth and how it is distributed to your beneficiaries. PIASCIK professionals are recognized as leaders in trust and estate planning. Each of our highly qualified CPA's have over 20 years of experience within large accounting firms. Let our experiences work for you. We can customize your estate and trust plans for maximizing tax benefits while still reaching for the financial goals you need.

Our Estate and Trust Services Include: 

  • Wills
  • Estate, Trust, and Gift Tax Returns
  • Trust Accounting
  • Income Tax Planning Strategies
  • Research, Projections, and Analysis on Estate Taxes
  • Retirement Planning
  • Reviewing Current Will, Trust and Estate plans
  • Medical Directives
  • Power of Attorney
  • Naming Executors
  • Establishing Guardianship
  • Life Insurance Policy and Annuity Reviews
  • Spousal Lifetime Access Trust (SLAT)
  • Self-Settled Trust (SST)
  • Grantor Retained Annuity Trust (GRAT)
  • Qualified Personal Residence Trust (QPRT)
  • Intentionally Defective Grantor Trust (IDGT)
  • Charitable Lead Annuity Trust  (CLAT)
  • Charitable Remainder Annuity Trust (CRAT)
  • Asset Protection Trust
  • Dynasty Trust

You need someone who understands your financial goals – someone who understands you. PIASCIK is always available to answer any of your questions and address any concerns you may have. We are here to ensure you have the right plan for success. It all begins with a Personal Finance statement and a simple conversation. Contact PIASCIK today and discover our world class service for yourself.