Powell & Booth Services

Estate, Trust & Gift Planning

Effective estate, trust, and gift planning can facilitate the orderly transfer of assets. It also provides security for you and your business and can reduce or eliminate the tax due on the transfer of your business and other assets. We can guide you through the complex process of getting your financial affairs in order. Powell & Booth professionals will assist you with the maze of ever changing laws for estate and gift taxation.

Other Services

Powell & Booth offers a range of other services to complement those described elsewhere in this section. To more fully address your long term individual, family, and business goals we also offer:

• Business Valuation
• Assistance with Buying or Selling a Business
• Business Entity Selection
• Financial Planning