PROVIDING ANSWERS FOR THE FUTURE

How is Seidel Schroeder different?

Estate planning is a critical component of your wealth management plan and financial legacy. We work hand-in-hand with your team of trusted advisors to develop a custom plan that best fits your situation. Our goal is to ensure our clients have complete understanding and comfort with their plan. Furthermore, we will continue to analyze the plan after implementation to ensure that it remains relevant for years to come.

What we can do for you

• Preparation of all tax returns including corporate, partnership, fiduciary and personal filings
• Entity structure and integrated planning designed to maximize efficiencies
• Personal financial statements
• Succession and estate planning