Family Services

Estate Planning & Preparation

HMV consults individuals on the most advantageous way to preserve assets and manage estate and relative taxes. The Estate Planning and Preparation process begins with an interview to determine the wants and needs of the individual and includes a value of the assets and ends with a comprehensive estate plan.

 HMV prepares the various federal and state gift and estate tax returns. Estate Planning and Preparation provides security for the transfer of assets to the appropriate entity after death. HMV will guide you and/or your business through the complexities surrounding the transfer of assets.