Estate & Gift

We prioritize building relationships and earning the right to be your trusted advisor. From the initial design stage of an estate 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 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 each industry of focus. See below to learn more about a few that we have chosen to highlight here.

Tax

  • 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

Planning

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

Trusts

  • 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

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
working together

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