Trust and Estate Planning Services
The aim of trust and estate planning is to develop a practical financial plan that will preserve wealth and transfer it to future generations with minimal tax consequences. J. Floyd Swilley Enrolled Agents, LLC has solid experience in estate planning techniques and is a valuable resource in developing a practical estate plan tailored to your desires, time frame and financial situation. As experienced financial professionals, we play a crucial role in effective trust and estate planning for individuals and business owners. Our Myrtle Beach, SC accounting firm is deeply invested in protecting the interests of our clients and their families. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets and the funds will be transferred to them in an organized and timely manner.
We firmly believe that the most important step in developing an estate plan is listening because your plan should match your personal goals and priorities. That's why we take the time to learn all we can about each of our clients and then outline a plan that meets their particular needs, while protecting assets for their beneficiaries.
Estate Planning for Individuals and Families
Contact us at 843-484-0199 for a free initial consultation and tell us about your financial objectives. Together we’ll devise a practical trust and estate plan that will protect your family for what lies ahead.
- Estate planning for individuals
- Trusts
- Charitable gifting
- Trust and estate tax services
- Business succession planning