Estate Planning Services

For high-income and high-net worth individuals in today’s economic environment, reducing tax exposure and accomplishing estate planning goals are key to peace of mind.

At G.T. Reilly & Company, personalized service is the touchstone of our Estate Planning services. We work from a basic truism: No two people are the same. Therefore, no two estates are the same.

Our individual financial counseling in important areas such as tax and retirement planning, succession planning for the business owner, and detailed evaluation of insurance needs, is designed to maximize and protect the assets our clients have worked hard to build.

Personalized service, technical knowledge, financial sophistication, experience and trust – the foundation of our Estate Planning services.

For further information please contact:

Carol A. Magyar, CPA, MST, Tax Director

G.T. Reilly & Company is an independently owned and operated member firm of both the Moore Stephens North America (MSNA) association of member firms and the Moore Stephens International Limited (MSIL) network of member firms. Neither MSNA nor MSIL provide services to clients. G.T. Reilly & Company is a separate and distinct legal entity, subject to the laws and professional regulations of the jurisdiction(s) in which it operates, and is not authorized to obligate or bind MSNA, MSIL, or any other member firm of MSNA or MSIL. G.T. Reilly & Company is liable only for its own acts or omissions and not those of any other person or entity including MSNA, MSIL and other member firms of MSNA and MSIL.