Estate Planning and Trusts
Overview
Achieving financial success is challenging and often takes a lifetime of hard work. You want the peace of mind that your assets are secure and protected. Boyer & Ritter has a team of skilled professionals who can work with your family, your advisers and you to evaluate your succession plan and assess if and when any actions should be accelerated or changed.
Our specializations include formulation and implementation of succession and estate plans, providing a valuable perspective aimed at helping you to protect, preserve, and maximize your wealth today and for future generations.
We can help you identify and prioritize your objectives and goals or review an existing plan to better optimize your assets. Whether it’s providing for future generations or funding a favorite charity, we can assist in establishing safeguards to preserve well-earned assets, providing for continued income, and preparing for all the changes life can bring.
We can assist you with:
- Planning for the minimization of taxes
- Preparing gift, trust, and estate income tax returns
- Administration of trusts
- Business succession planning
- Coordination with heirs about planning and protecting assets
- Charitable giving through trusts
- Conducting business valuations
- Retirement planning
- Litigation Support
Tax Protection Plus - Tax Resolution and Identity Theft Restoration
Boyer & Ritter includes Tax Protection Plus for eligible individual (1040) and trust/estate (1041) returns—providing comprehensive protection against unexpected tax issues and identity theft. This enhancement applies to individual (1040) and trust/estate (1041) returns filed after November 21, 2025, and is included as part of your engagement with us.
Learn more about what Tax Protection Plus means for Boyer & Ritter clients.
