GMS Surgent CPA
Trusts and Estates

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful tools to make your planning simple, efficient, and worry-free. GMS Surgent is available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

GMS Surgent can assist you in areas including:

  • Clearly defining your estate planning goals
  • Organizing and creating your estate planning team (experts on law, finance, and taxes) if you need one
  • Evaluating and recommending estate planning options
  • Working with your attorney to prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney
  • Decreasing the problems and expenses associated with probate
  • Lessening taxes at time of death
  • Arranging for management of your estate in the event you are incapacitated
  • Drafting a working plan for conserving and effectively managing your estate after death
  • Transfering the assets of your estate to heirs the way you want
  • Organizing fair and adequate liquidation of estate to cover taxes and other expenses
  • Amending your plan as needed

We will also help you with...

  • Living wills and trusts
  • Lifetime family wealth transfers
  • Family partnerships and other business relationships
  • Leaving money to charities
  • Preparation for estate and trust tax problems
Richard Pritz, MT, CPA
Managing Member
P: 484.385.2222
F: 610.975.9132