• Estate & Trust Planning

  • It doesn’t take long to deplete assets when confronted with the need for long-term care, medical expenses or other unforeseen demands. Additionally, estate taxes can greatly diminish the size of your estate upon your death, decreasing the amount of wealth passing to your family. The greater your assets, the more challenging it becomes to safeguard your wealth.

    The unique pairing of PKS Investment Advisors LLC and our affiliated firm, PKS & Company, P.A. provides our clients with the financial professions required to transfer your assests in the most tax efficient manner.  The resources available at PKS & Co, PA, not only include a team of highly experienced tax professionals, but also in-house counsel who is both a CPA and lawyer.  

    No matter where you are in life’s journey, it’s never too early to make a plan.

    Let us help you with:

    • Preserving assets for retirement
    • Maximizing the amount you distribute to your family, future generations and charitable institutions upon your death
    • Distributing your estate according to your wishes and the specific needs of individual family members
    • Providing for the transition of a family-owned business from one generation to the next with less stress and turmoil
    • Creating a legacy for future generations
    • Estimate tax liability under current and proposed estate plans and evaluate alternatives
    • Establish the value of a business and identify ways to transfer ownership and assets
    • Prepare tax returns for a wide variety of trusts, including charitable and personal residence trusts
    • Implement tax effective strategies, such as gifting and charitable planning to transfer wealth