Estate & Gift

We prioritize building relationships and earning the right to be your trusted estate & gift advisor. From the initial design stage of an estate & gift plan, through implementation, compliance, and beyond to the beneficiaries, we will help you transition each step of the way.

Our team takes a consultative approach to each estate & gift planning situation, understanding that there are complex family issues and multiple factors that make up the financial landscape, and need to be considered.

What We Do

We provide a number of services specific to the estate & gift industry . See below to learn more about a few that we have chosen to highlight here.


  • Estate tax minimization
  • Estate tax and gift tax compliance; advisement on gift tax regulations
  • Integration of charitable giving goals with income and estate tax planning


  • Wealth preservation and estate planning
  • Use of family limited partnerships and other family-controlled entities
  • Multiple-generation planning
  • Business succession and asset transitioning


  • Structuring of trusts and other entity choices
  • Filing trust returns
  • Assistance with trust operation and administration

Meet the Team

Meet the Team

Josh Plunk

Tax Partner

Shane Miller

WPWealth Partner

Thought Leadership

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We look forward to
working together

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