At a glance
Our combination of accounting, tax, and trust planning expertise will put you, your family members, and your business in the best possible position to achieve your goals.
Our estate planning team will get to know you before coming up with a comprehensive plan to minimize estate tax burdens, maximize gifting, and help you live your life the way you choose.
When preparing for your future, your family’s future, or the future of your business, seek out the experts that will go the extra mile for you. Our experienced CPAs work closely with attorneys, appraisers, insurance agents, investment brokers, etc. to implement your planning strategies and fulfill your goals.
Our planning process focuses on protecting your loved ones, reducing the estate tax burden, providing liquidity in your estate, ensuring competent asset management, and directing the disposition of your assets according to your wishes.
When it comes to estate planning, having a trusted resource committed to understanding your needs and motivations is imperative. Protecting your wealth for future generations is key to building your legacy. The right combination of accounting, tax, and trust expertise will ensure we see the full picture of your life and help you live it to the fullest.
How KT Can Help
- Tax Return Preparation
- Form 706 and 5227 preparation and filing
- Trusts
- Philanthropic Planning
- Generational Planning
- Asset Preservation
- Valuation Services
Need KT Services?
No matter where you are in your planning journey, our team is here to guide and assist you throughout every stage.
Mary Hlebechuk
Mary is the estate planning team leader, a member of the agriculture team, and is the leader of the Affordable Care Act reporting team. She also works with many individual clients regarding preparation of returns and planning (tax planning and estate planning). Mary loves being involved with helping clients actively update their planning to adjust to the various obstacles they are facing.