Estate, Gift & Personal Planning

Enjoying and Passing on Your Wealth

11An older man with his arm around an older woman, sitting at the end of a dock watching the sun set.

Estate, Gift & Personal Planning

Enjoying and Passing on Your Wealth

In complex family enterprises as well as for the young, first-generation business owner, building and sustaining wealth all begins with planning. Plan now. Maximize what you have for the future.

Anglin Reichmann Armstrong has emphasized lifestyle planning for more than four decades. You can work with us at any age to discuss your goals for building a legacy and strong estate or to help you manage a family office.

Clients across the U.S., and even abroad, have worked with Anglin Reichmann Armstrong to solve estate and gifting challenges and to plan ahead for their futures. We offer guidance and expertise in the following areas:

  • Family office services, including trust administration, bill paying, tax and financial reporting
  • Complex estate tax planning and problem-solving
  • Personal financial planning to reduce debt, build cash and equity
  • Business financial planning (e.g. entity selection, compensation, retirement)

  • Growth strategies for building wealth
  • Trust and gifting vehicle consultation
  • Year-round tax planning
  • Succession planning and transfer of ownership

Anglin Reichmann Armstrong proactively guides your estate, gift and personal planning decisions by alerting you to tax law changes or compliance that affect your goals.

We offer the following related services to support your personal or business goals:

  • Audit & Assurance
  • Business Consulting
  • Business Valuation
  • Client Accounting & Advisory Services (CAAS)

  • CFO Services
  • Tax
  • Wealth Management

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Leaders
11Donna Bloomer, Partner in the firm’s Tax Advisory Services Department, in front of Anglin office.
Donna M. Bloomer, CPA

PARTNER

11Denise Godwin, Manager within the Tax Advisory Services department, in front of Anglin office.
Denise Godwin, CPA

MANAGER