Achieve Your Estate Planning Goals with Thoughtful Tax Guidance and Advice

As a business owner or executive, you’ve worked hard to build wealth. Preserving that wealth for your lifetime as well as future generations is a common concern. It is vital to begin the estate planning process early and review your plan on a regular basis, making thoughtful adjustments as your needs evolve and taw laws change.

Kreischer Miller’s Tax Strategies group is comprised of tax specialists with extensive estate planning experience. Our knowledgeable professionals are well-versed in the ever-changing tax law environment and can help alleviate the uncertainty that can arise from navigating the estate tax planning process, choosing the appropriate trust type, and determining gifting strategies. We are also experienced in working with estate planning attorneys and other professionals to ensure a coordinated and well-orchestrated estate plan that meets your long-term needs.

Our goal is to partner with you to provide customized solutions that work in concert with your broader financial and estate planning goals, always with a view toward reducing your overall tax burden.

Contact us to discuss your trust and estate planning needs and learn how Kreischer Miller can help.

Trust and Estate Planning Services

  • Estate, gift, and charitable tax planning
  • Strategies to minimize estate tax exposure
  • Estate tax return preparation
  • Guidance on various trust instruments, including charitable trusts, grantor trusts, and spousal trusts
  • Business succession and exit planning
  • Asset valuations
  • Reviews of wills and trust documents

Estates, Trusts, & Gifts Specialists


Lisa G. Pileggi, CPA

Shazia Stagliano, CPA, MT

Richard J. Nelson, CPA

Jeffrey W. Clark, CPA, MST

Related Insights

Related Events

Contact Us

Connect with us to discuss your trust and estate planning needs and discover how Kreischer Miller can help.
Contact Us
You are using an unsupported version of Internet Explorer. To ensure security, performance, and full functionality, please upgrade to an up-to-date browser.