You have worked a lifetime to achieve your success and over time you have built an estate that you want to pass securely to your heirs and the charities in which you believe. As you plan to preserve your legacy, you want to ensure that you have named names, clarified your goals, and detailed all of your wishes. You want to ensure that the inheritance born of your life’s work continues to stay in line with your philosophies.

Successful planning for your estate can involve several complex matters including retirement planning, succession planning, gift giving, and reducing the tax burden on loved ones and philanthropic beneficiaries. With over 28 years of experience in estate tax planning, Tarpley & Underwood has developed a strong niche with seasoned experts who are capable in assisting you throughout the entire process. We understand that you face difficult yet important decisions as you plan for the future. Together we can formulate a comprehensive plan to be in line with your values and overall mission. Our experts work with all those involved to ensure a smooth resolution to all of your estate matters. By being proactive now, you are able to safely preserve your legacy and reduce tax liability.

Our Estate & Trust Services:

• Trust & Estate Formation & Administration
• Trust & Estate Taxation Compliance
• Gift Tax Planning & Compliance
• Financial Investment Advisory
• Retirement Planning
• Cash Flow Analysis
• Succession Planning
• Ownership Governance & Communication
• Insurance Planning
• Charitable Planning & Objectives