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 form the foundation of our Estate Planning services.
Carol A. Magyar, CPA, MST, Tax Director