Louis Plung

Follow us @LouisPlung_CPAs

Request For Proposal

Louis Plung & Company's Estate Planning practice provides customized estate tax planning strategies that allows the ownership of assets to be passed on with a minimum of taxation and red tape. Our professionals are familiar with the complex tax and non-tax issues involved in marital and exemption trusts, the establishment of lifetime gift programs, and with many other plans for both corporate and individual clients.

We also frequently work with clients' attorneys, bankers, investment advisors, and other professionals to help clients plan how to accumulate adequate retirement income, finance their children's education, and achieve other key financial goals while minimizing the impact of tax obligations. The goal is to work collaboratively to help the client build, preserve, and maximize wealth.

Specific estate and personal planning services include:

  • Personal financial and tax consultation
  • Financial, retirement and estate planning
  • Net worth and family wealth management
  • Lifetime gift planning
  • Preparation of estate tax and gift tax returns

Specialists

 
space
 

Our professionals who specialize in Estate Planning are:

 
 
Charles Jerich

Charles Jerich

More info >>

 
Earl Kaiserman

Earl Kaiserman

More info >>

2
 
Dennis J. Loughran

Dennis Loughran

More info >>

 
Howard Plung

Howard Plung

More info >>

 
Louis B. Plung

Louis Plung

More info >>

 
Connie Wan

Connie Wan

More info >>