Trust and Estate

You’ve worked hard your whole life to accomplish your goals and provide for your family. Unfortunately, much of your hard work can come undone if you fail to plan for life’s inevitability. Many people prefer not to focus on their own mortality while others simply do not believe they’re wealthy enough to have to worry about estate and gift taxes. In either case, neglecting to plan can be a huge mistake.

Successful wealth and asset management should protect your inheritors from common mistakes that can come from mismanagement of taxation and trusts and provide them with enough flexibility to ensure they have access to assets when they need it most.

Our Team recognizes that every estate is structured and designed uniquely.  Our professionals will work closely with you to make sure that your estate is managed and administered to the specific needs of you and your family.

Estate Planning

Our team will work side-by-side with you and your family to develop a wealth plan tailored to your unique circumstances. We work closely with you and other service providers to create a game plan that will protect your assets from significant loss due to estate taxes.

Our services include:
  • Design and development of estate plans to reduce estate and/or gift tax and maximize family wealth.
  • Development and implementation of business succession plans.
  • Strategy development—including the use of charitable trusts, private foundations or public donor advised funds—focused on minimizing estate, gift and income tax, including.
  • Working with clients to identify long-term care needs and implement solutions to ensure needs are met.
  • Pre & Post mortem tax planning.

Protecting your assets throughout every stage of life could offer a variety of benefits.  As such developing an estate plan could effectively:
  • Reduce the amount of taxes that will have to be paid
  • Increase the likelihood that your assets are distributed the way you want
  • Provide the liquidity needed for estate settlement expenses at a minimum cost
  • Our professionals will leverage their experience and expertise to ensure that your estate plan provides you with the peace of mind that your assets and family are being properly protected.

Trust and Estate Administration

Witt Consulting’s trust and estate services go beyond just planning as our professionals also assist and guide clients throughout the estate administration process, which could be daunting based on the complexity of the estate and applicable law.  Our team provides advice and support on federal and state estate, gift and income tax issues that affect the estate or trust and its beneficiaries.  We work with the surviving family members to:

  • Prepare estate, trust and individual income tax returns.
  • Prepare judicial and non-judicial fiduciary accountings.
  • Perform post-mortem tax planning
  • Work with executors and beneficiaries to minimize estate tax and income tax.
  • Assist beneficiaries in resolving family disputes regarding inheritable assets.

Give us a call.

Our Four Imperatives

1. Individualized Service

We understand the importance of personal consultation. We believe that personal service and attention to detail are imperatives. We have developed a unique menu of services that utilizes a number of external resources, giving us the ability to deliver well-researched advice personalized to your needs.

2. Preparation

We see today and prepare for tomorrow. In today’s tumultuous business environment, the planning of today may need to be adjusted, sometimes drastically to meet the needs of tomorrow. We balance current and future considerations when we develop solutions. Our goal is to advise with flexibility.

3. Relationships

We value enduring relationships. We view ourselves as your “partners” in an ongoing professional relationship that leverages our skills with the skills and interests of you, our individual clients.

4. Empowerment

We empower our clients to make the decision. It’s true we design the solutions to assist our clients. But equally importantly, we apply teaching techniques to assist our clients to know the “how” and the “why” of a solution. It is only then our clients can make an informed decision.

Get In Touch

At Witt Consulting Inc, we've been serving the accounting needs of Corvallis, OR and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. Or you can call our office to schedule an appointment.

Thank you for visiting. We look forward to working together!

Witt Consulting Inc

582 NW Van Buren Ave,
Corvallis, OR 97330
T: (541) 758-7100
F: (866) 617-4963
E: info@wittconsulting.com

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