Field, Vinson & Associates CPAs, RLLP

Estate & Gift Planning

Field, Vinson & Associates CPAs, RLLP provides sophisticated Estate and Gift Planning services for individuals with substantial net worth. Our specialists provide our clients with a range of planning resources including Current Wealth Management and Estate Analysis, Identification of Shortcomings of Current Plan and Recommendation of Changes, Gift Advisory Services, and Follow-up Estate and Trust Compliance Services.

Who Benefits:

  • Individuals without a family wealth management plan or those who feel they need to improve their current estate succession plan
  • Individuals with estate of $1-5 million net worth for simpler estate planning, or those with unique family issues requiring more involved and extensive planning
  • Business owners who wish to transfer ownership with minimal tax exposure
  • Philanthropic individuals who gift substantial amounts to charity annually

How you benefit:

  • Minimizes estate, gift and income taxes
  • Preserves family wealth and assets by redirecting the benefits of the family's achievements away from taxes and back to heirs and desired charities
  • Ensures needs of heirs are well taken care of financially, physically and emotionally
  • Reduces or eliminates family discord at family member's passing

Designated Certificate Holder: 647

Field, Vinson & Associates CPAs, RLLP
P.O. Box 1767
Jackson, WY 83001
Phone: (307) 733-8377
Fax:(307) 733-0904