You’ve worked tirelessly to achieve your goals—now let your financial strategy reflect that same dedication. With careful planning and trust management, you can preserve your wealth and shape a legacy that endures.
Whether your focus is asset protection, trust and estate planning, wealth transfer, or philanthropy, count on us to help you minimize tax liability while protecting your personal and business interests.
Let us be your Trusted Advisor
Estate planning – an essential element in the overall tax planning process - is never overlooked. At Mauldin & Jenkins, we work with our clients to create a comprehensive plan unique to each individual situation. Have peace of mind while you handle the affairs of your estate or trust; our tax planning professionals periodically review and update the plan as circumstances change over time, so you can feel confident that the details of your estate are protected and secure for generations to come.
Preserve And Manage Assets Securely
The tax code is constantly evolving—just like your financial landscape. Careful planning is crucial to facilitate the long-term goals you’ve set for yourself and your family. Give yourself the peace of mind that comes with a fully customized, expertly implemented tax strategy to help you express your values and leave a lasting legacy.Â
- What can you do today to minimize future gift taxes?
- How can you align philanthropic goals with tax strategy?
- Could asset protection trusts reduce risk and add financial flexibility?
- Is your comprehensive financial plan built to withstand evolving economic landscapes, ever-increasing regulations, and unexpected events?
Early estate planning is your best tool for aligning your assets with your values and shielding them from excessive taxation. A proactive approach gives you access to the broadest range of estate planning strategies — and the most tax savings opportunities both today and tomorrow.
some of our Estate, Gift, & Trust services include:
Trust And Estate Accounting
Ensure financial accuracy and visibility by performing reconciliations and accounting that adhere to the latest GAAP standards.
Trust, Gift & Estate Financial Statements And Reporting
Maintain precise and up-to-date financial records to streamline tax compliance, enhance planning, and simplify reporting for gifts, trusts, and estates.
Tax Planning For Trusts, Gifts & Estates
Do more with what you’ve worked for. An intentional approach to tax planning will minimize your overall tax liability, allowing you to better fulfill your legacy goals.
Trust Performance
Define financial objectives, evaluate investment strategy, and ensure that assets you hold in trust work efficiently to fulfill your goals.
Generational Wealth Transfer
Implement tax-efficient strategies to limit the tax implications of passing assets to the next generation. Save money by starting early to incorporate asset transfer into your overall financial plan.Â
Trust And Estate Tax Preparation And Compliance
Stay in full compliance with federal, state, local, and international tax authorities. Expert guidance is essential to navigate the complexities of trusts and estates and reduce risk exposure.
Trust Investment Policy & Oversight
Are you leaving money on the table? Rely on sound investment oversight and advisory services to help you maximize returns while minimizing risk around assets held in trust.Â
Trust Establishment
Discover how family trusts and investment partnerships can help you secure what matters, whether you’re focused on a specific goal or building wealth to endure across generations.Â
Family Trusts
Access customized solutions to ensure your trust meets your family's specific needs and goals and the unique individuals it encompasses. From trust management to financial education, we’ve got answers to fit your family.Â
Philanthropic Trusts, Foundations & Donor-Advised Funds
Get expert guidance and support to help you achieve philanthropic goals through private foundations, donor-advised funds, and other charitable vehicles — from inception and performance through compliance and monitoring.
Managing estate and gift trusts doesn’t have to be overwhelming. Our experts deliver personalized strategies and ongoing support to ensure compliance, minimize taxes, and keep your financial goals on track. Trust us to help you build a secure financial future for yourself and your loved ones.
