Estate Tax Planning

Cleveland Strategic Estate Tax Planning for Families

"We have worked with Tom, Keith, and the entire Thornhill Team for years – both in our business and in our personal financial issues. True professionals with great insights and guidance on tax, audit, investment and integrated financial matters."

—Michael Canty, CEO at Alloy Bellows & Precision Welding, Inc.

Whether you’re looking ahead to transfer your wealth or have become an executor of an estate, it can be daunting to sort through everything that you need to know. Legislation for estate planning is continually changing and oftentimes, it’s an area of tax law that you only have to navigate a few times in your life. That’s where Thornhill steps in to equip clients with strategic estate plans and to offer peace of mind for your decisions.

Manage Your Legacy with Estate Tax Planning

The experts at Thornhill have managed clients’ estate planning needs for more than 25 years. We know how to maneuver tax implications and implement sophisticated estate planning strategies to help you manage your legacy or that of your loved one.

Thornhill offers estate tax planning to:

  • Maximize your estate value in accordance with applicable laws
  • Develop a plan that’s tailored for your unique circumstances
  • Protect your assets through every stage of life
  • Ensure you and your descendants are in tax compliance
  • Assist and guide you through the estate administration process
  • Ensure your peace of mind as you make estate decisions

Estate Tax Services

You don’t have to get bogged down in the numerous clauses and injunctions of estate tax law. We evaluate your unique tax situation to determine your filing needs and resolve any estate planning or administration issues that may arise.

Thornhill manages estate tax planning and administration for:

  • Post-mortem tax planning
  • Interrelated income tax and estate tax issues
  • Plans for transferring wealth
  • Probate estates
  • Tax elections
  • Formal and informal accountings
  • Asset gathering and valuation
  • Creditors' claims
  • Estate tax filings
  • Decedent’s final income tax returns
  • Estate’s fiduciary income tax returns
  • Trust funds

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