Gift, Trust and Estate Planning

Securing Your Legacy, Honoring Your Wishes

You’ve worked hard over a lifetime to build your wealth. You want the comfort of knowing your assets will be managed appropriately, will incur minimal tax consequences, and will be allocated at the appropriate time according to your wishes.

But achieving those goals involves much more than drafting a will. DeJoy, Knauf & Blood can help you devise a comprehensive estate plan that guides the accumulation, conservation and enjoyment of assets to support retirement, continuity of a family-owned business, a legacy for future generations, and charitable contributions.

TeamDKB provides:

  • Development, implementation and monitoring of a comprehensive estate plan
  • Communication of your estate plan with family members
  • Retirement planning
  • Estate tax return preparation
  • Fiduciary tax return preparation
  • Tax-exempt and not-for-profit services
  • Trust planning
  • Gift tax return preparation
  • Charitable giving
  • Succession planning
  • Business valuation
  • Drafting buy/sell agreements

Gift, Trust and Estate Planning Team

Partners

thumb_Dennis Stein

Dennis C. Stein, CPA

Partner
Tax Services

thumb_Tim Thaney

Timothy P. Thaney, CPA

Partner
Financial Assurance Services

Senior Managers

thumb_Pamela J. Duffy 3x5

Pamela J. Duffy, CPA

Senior Manager
Tax Services

Managers

thumb_Janet Graves

Janet Graves, CPA

Manager
Tax Services

thumb_Kevin Woodworth

Kevin C. Woodworth, CPA

Manager
Tax Services