Trust And Estate Planning

Trust And Estate Planning

Decisions on ownership of assets during your lifetime and disposition of assets upon death can be overwhelming, with concerns related to tax implications and legal documentation. Gift and Estate tax planning should never be a one-time plan. New tax laws are passed, asset values change, and personal goals evolve. Our professionals will work with you, your financial planners, and legal counsel in creating an effective estate plan.

  • Trust accounting and fiduciary consulting
  • Lifetime transfer strategy
  • Wealth transfer economic and tax analysis
  • Estate and distribution planning

Tax And Consulting Services

Any good accounting consultant knows the current tax rules and regulations but there are a handful of insightful strategists that go beyond those basic boundaries.

Family Office Services

Donna Moffett LLC serves families by being knowledgeable and proactive with financial activities across a wide spectrum of services.

Client Accounting Services

From the smallest business idea to an organization with a national footprint, Donna Moffett LLC will provide accounting services tailored to your needs.

Business Start Ups

Beginning a new venture is both exciting and overwhelming. Entrepreneurs must manage a range of areas to succeed.

Virtual Services

This service is a real money saver for our clients! No travel time and very little down time to your business.

Concierge And Family Advisory

Structuring a family office often occurs organically, with trusted personnel working with the company and its owners.

Small & Midsize Business Consulting

Our clients are able to tap into financial consulting resources that are more robust than ordinary accounting services. The success of our clients is evidence that strategic financial planning and financial analysis produce positive results.

Tax Consulting Family Office Client Accounting