64% of Americans don’t even have the most basic estate plan – a will.
Estate and gift planning is one of the most important elements of any financial plan that an individual or a business owner can develop for themselves and their families. Berlin Ramos’s advice and planning can help you secure your family’s future and reduce the tax burdens that may lie ahead. We also work hard to provide you with strategies to ensure your gift and estate plan complies with all federal and state tax rules that continually change.
We work closely with your attorneys, financial or investment advisors, insurance agents, and bank representatives to customize and implement an estate and financial plan in your best interest, and one that is prepared to adapt to life changes.
We can help you develop a personalized estate plan that involves determining the distribution of your assets through gifting strategies, wills, and other tools (such as trusts and insurance) that look out for the people who are most affected by it – your family members and other heirs.
As this process continues over time and you develop the need for trust, gift, or estate tax reporting, our team of tax experts will take over and work closely with you and your representatives to ensure your intentions are properly and timely reported to the government. This highly technical compliance area is supported by specially trained professionals who can navigate you through this complex tax reporting area.
Get to know our management
Meet Gregory C. Sweeney
Principal | CPA
Greg Sweeney has over 25 years of experience in public accounting, all at Berlin Ramos. He specializes in assisting individuals and small to mid-size businesses in developing and implementing short and long-term tax and business strategies.