Estate Tax Planning for High Net Wealth Individuals

We can provide advice to individuals and their families, as well as trusts, estates, and private foundations on methods of accomplishing their wealth transfer goals. Some vehicles to assist in wealth transfer and estate planning are annual gifting, charitable trusts, family foundations, GRATs, Personal Residence Trusts, Life Insurance Trusts, and many other trusts.

The requirements of a financial plan depend largely on your income, assets and goals. To best meet your needs, this plan could include:

  • Establishing or updating your will
  • Establishing Trusts
  • Establishing a planned program of gifting
  • Effectively using insurance and other means

Our team of tax professionals can help you and your family formulate these estate and financial plans.

Our clients are often the who’s who of professional athletes and entertainers. When it comes to handling their taxes and business accounting I turn to The GriggsGroup. They are true professionals and my number one choice. Our clients often have complicated tax issues and Eric Griggs and his people are knowledgeable and creative in addressing their needs.

Michael Huyghue, President & CEO

Axcess Sports & Entertainment

When you have a CPA firm like Griggs Group; and a CPA like Peter Reynolds who can sit with your Estate Planning Lawyer and your Financial Advisors to work out a future for you and your family - you feel very secure. Not only do they do your tax work, they handle you very personally on a day to day basis. As far as I am concerned, "Revenue follows Relationships".

Mike Sandifer , Chairman & CEO

Cain & Bultman, Inc.