Stancil & Company fully understands the importance of effective trust
and estate planning. Our highly skilled professionals work directly with you
to create a financial plan that will ensure the financial security of both
your business and your loved ones.
By working with experienced attorneys and financial planners, we help develop
customized planning strategies to facilitate the smooth transfer of assets
while considerably limiting the tax liability of beneficiaries. In addition we
provide in-depth tax and compliance services to help you reduce the burdens
and annoyances of estate administration.
You can rely on Stancil & Company to effectively guide you through the
complexities of developing a comprehensive trust and estate plan to ensure
that your financial goals are achieved.
Our professional services include:
• Estate Planning Services
• Gifting Strategies
• Credit Shelter Trusts
• Life Insurance Trusts
• Qualified Personal Residence Trusts
• Efficient Usage of Estate Tax Exemption
• Trusts and Estate Compliance Services
• Fiduciary and Gift Income Tax Preparation
• Financial Records Maintenance
• Probate Accounting Reports Preparation