Individual Estate Planning

PYA’s experienced professionals can help you preserve and grow your wealth by navigating complex tax laws and regulations (including estate, inheritance, gift, and income taxes on trusts and estates), optimizing your financial strategies, and integrating seamlessly with the legal structures set up by your attorney.  To ensure your plan remains relevant in light of changing circumstances – new tax laws, changes in asset values, and evolving personal goals – we perform regular reviews and provide updates to your estate plan.  

For business owners, PYA’s trusted business advisors assist with succession planning. Our experts help you define the leadership transition process step by step, covering everything from the qualities you expect in a successor to how and when the transition will occur.