Estate and Trust Planning and Tax Preparation

To ensure financial security for loved ones, it is important to have effective estate and trust planning. For businesses, it can preserve a smooth succession of ownership. Our role at Mike Brumfield, LLC is to help you navigate the complex and ever-changing tax laws to smooth the transfer of assets and lessen the tax liability of your beneficiaries. You should have a careful plan as to how to disburse the assets left in your estate to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly planned will ensure that your loved ones don’t have any difficulties to deal with during a time of loss.