Estate & Gift Planning Services
HELPING YOUR LEGACY LIVE ON FOR GENERATIONS TO COME
When it comes to estate planning and charitable gifting, having a trusted resource committed to understanding your needs and motivations is imperative. The right combination of accounting, tax, and estate planning expertise will ensure your legacy lives on the way you intended it to — and for years to come.
Primary Areas of Focus
At Hawkins Ash, we take pride in providing full-service counseling, education, and advising for our clients and their beneficiaries. Our estate, trust, and gift planning accountants have over twenty years of experience working with clients, families, and privately held companies in Wisconsin, Minnesota, and throughout the U.S.
- Charitable Giving and Legacy Planning
- Business Succession Planning
- Lifetime Gifting
- Tax Planning
- Insurance Planning
- Trust and Will Design, Setup, and Administration
- Trustee Compliance and Fiduciary Accounting
- Retirement Planning
Collaboration Through Every Stage Of Life
No matter where you are in your planning journey, our team is here to guide and assist you throughout every stage. Our experts are available for establishing trusts and charitable accounts, facilitating the distribution of assets following death, and long-term management and advising thereafter.
Finding a trusted accountant with proven expertise in estate, trust, and charitable planning can be challenging. Our firm and employees within this service group offer unique backgrounds in accounting, tax law, and state and local taxation to provide you with a well-rounded team of resources. Likewise, our partners stay actively involved in numerous trade groups, professional affiliations, and community organizations throughout the communities they serve.
CPA, MST, JD, AEP, Partner
920.337.4525 | Email | Company Profile
CPA, MSA, Tax Manager
608.793.3128 | Email | Company Profile