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estate planning

Tackling estate planning alone can be expensive, confusing and time consuming. Through Crow Shields Bailey estate planning and tax services, we offer recommendations and tailored support based on your unique situation so you have a clear understanding of your financial goals.

Our team of talented professionals guide our clients through complex laws and regulations surrounding estate and gift taxation to reduce estate taxes and provide an orderly and tax-efficient method to transition wealth to the next generation.

We assist clients with lifetime planning to ensure that their income and transfer tax burden is minimized, and help estate beneficiaries with post-mortem tax reduction strategies. In addition, our tax professionals have extensive experience with estate and gift tax return preparation and IRS estate audits.

As active members in the Estate Planning Council of Mobile, our team has the opportunity to interact with estate attorneys and other local professionals to discuss estate planning strategies and tax law changes.

To learn more about our estate planning services, contact one of Crow Shield Bailey’s experts today.