Trust + Estate Planning
Secure your legacy + bring peace of mind
We are here to guide and support you.
Estate planning can be challenging, difficult, and even emotional. You have a lifetime of achievements. Your legacy matters. To secure your financial legacy, an effective plan for transferring assets is crucial. Whether you support charitable endeavors or have various beneficiaries in mind, we will help you craft a plan to minimize tax penalties when transferring assets. Your journey is important to us, and we’re here to provide compassionate expertise every step of the way.
Services
What We Do
- Planning for efficient transfer of wealthÂ
- Assistance with charitable contributions and charitable remainder trustsÂ
- Estate tax reduction strategiesÂ
- Reducing cost and delays of probateÂ
- Financial management for unexpected circumstancesÂ
- Special needs planning
How We Help
With decades of experience as tax advisors to trusts and estates, we have the knowledge to guide you through discussions on the timing, recipients, and allocation of assets. Our professionals are ready to assist in creating an estate plan or reviewing an existing trust agreement.
We work closely with you, attorneys, charities, and financial planners to ensure alignment with your goals. Our estate planning services cover family limited partnerships, qualified personal residence trusts, probate estates, and irrevocable life insurance trusts.
Estate + Year-End Tax Planning
Annual year-end planning is more than a review of your personal income taxes—a review of your estate plan and taxes is an important part of your year-end tax assessment. Our skilled estate planning team offers the resources you need for a successful year-end plan.
Lifetime Gifting Exemption
The lifetime gifting exemption is a valuable—but temporary—strategy to protect your family now and in the future. In 2024, individual taxpayers have a lifetime exemption of $13.61 million, and married couples have $27.22 million to gift or leave to heirs.
In 2026, the exemption will revert to the pre-2018 levels, projected to be between $6 – 7 million per person, as adjusted for inflation. Our advisors will craft a timely plan to help ensure maximum tax savings for you and your loved ones now before time runs out.
Meet Our Trust + Estates Team
Senior Manager
Barry Altman, CPA, CGMA®
Barry Altman is a Senior Tax Manager for Aldrich CPAs + Advisors. Licensed in multiple states, Barry specializes in tax compliance and consulting. Additionally, Barry maintains his Chartered Global Management Accountant certification.
Barry began his career at a law firm in Charlotte, North Carolina. For five years he specialized in estate, trust, and gift tax issues as well as tax consulting for entrepreneurs. Barry has experience with tax compliance and consulting for businesses, entrepreneurs, professional service firms, and athletes.
Senior Manager
Christine Neuner, CPA
Christine Neuner works with individuals and families to remain tax compliant throughout the estate and trust management and charitable gifting processes. She works closely with clients, attorneys, charities and other advisors to ensure her clients’ estate plans accomplish their goals.
Senior Manager
Marjorie Meador, CPA
Marge Meador has been serving her clients for nearly three decades. Marge focuses on corporate, business and individual tax accounting and planning, trusts and estates, and tax audit representations. Her client base consists of all industries including professional services, healthcare professionals, farmers, construction, airports, and cemeteries. She works exclusively with her clients in their accounting procedures and functions, and assists in financial planning necessary to meet the demands of her client’s growth. She also interacts with the clients’ legal counsel to ensure that all business requirements are met and appropriate documents are prepared and filed.
Manager
Jerry Hennessy, CPA
Jerry joined Aldrich CPAs and Advisors in 2023 and is part of our Estate and Trust Team. He has returned to his roots as a CPA after a long career as a CEO and CFO for both a public and private company. Jerry enjoys working with clients in the estate arena and offers insight and empathy to those families and businesses going through life transitions. Jerry graduated from National University with a bachelor’s in accounting, is a Certified Public Account, and paralegal from University of California Irvine’s program. He currently attends law school at St Francis School of Law. Outside of work, Jerry loves to spend time with family and lives at the beach so he can regularly surf.
Trust + Estate Planning Newsletter
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