Estate Tax Planning Service by Hopkins CPA Firm
You worked hard to build wealth, but the IRS is ready to take 40% of it when you are gone!
Hopkins CPA Firm has spent 150+ years helping families reduce estate taxes through proven estate tax planning services that protect wealth across generations. We serve families and business owners nationwide who want to preserve their legacy, not hand it over to the government.
What Estate Tax Planning Services Include
Our estate tax planning services cover everything you need to pass your wealth efficiently.
Strategic Estate Tax Planning for Wealth Preservation
The difference between a $5 million tax bill and a $500,000 tax bill comes down to strategy.
We build plans that protect what you’ve earned. Our strategies address:
- Trust structures that remove assets from your taxable estate
- Gifting strategies that transfer wealth while you’re alive
- Life insurance planning to cover estate tax bills
- Family limited partnerships that give you control while reducing taxes
You get a custom strategy based on your asset types, family dynamics, and long-term objectives.
We show you the numbers before you commit to anything.
Federal and State Estate Tax Optimization
Estate taxes work differently at the federal and state levels.
Texas has no state estate tax, Oregon has a $1 million estate tax, and federal rates can hit 40%.
But Hopkins CPA Firm tracks everything, so your plan adapts to current law while preparing for future changes.
When exemption amounts shift or new rules appear, we update your plan immediately. You won’t find out about changes from the IRS; you’ll hear from us first!
Entity Structure and Tax Efficiency
Your company might be your biggest asset, and the IRS knows it. Our estate tax planning services are specifically for business owners because standard approaches fail when a company is involved.
For multi-generational businesses, we implement:
- Buy-sell agreements funded with life insurance to provide liquidity
- Intentionally defective grantor trusts (IDGTs) that freeze values and shift growth to heirs
- Qualified personal residence trusts (QPRTs) that remove homes from taxable estates
- Section 2036(c) planning to avoid IRS challenges
Our team has former IRS agents and advanced tax planners; we know what the IRS looks for and how to document transactions properly.
Why Choose Hopkins CPA For Your Estate Tax Planning Services
Our estate tax planning services save you hundreds of thousands of dollars.
Over 30 Years of Expertise in Estate Tax Planning Services
Our team at Hopkins CPA Firm has been solving complex tax problems for decades. Joe Hopkins brings 30+ years as a CPA and former CFO. He understands both sides (how wealth is built and how the IRS tries to tax it).
This inside knowledge gives you an advantage most families don't have.
Trusted by Families and Individuals Nationwide
We've resolved 10,000+ IRS cases and saved clients over $50 million in penalties. Our estate tax planning services serve families in Texas and all 49 states.
Families trust us because we deliver results without excuses. When we say a strategy will save you $200,000 in estate taxes, we show you the exact calculations.
Proven Track Record in Reducing Estate Tax Liabilities
Our strategies work because we built them through real cases.
Each estate tax planning service plan includes a written projection showing tax savings over 10, 20, and 30 years and annual reviews to catch planning opportunities before they expire.
Don’t let the IRS take 40% of what your family deserves.
Hopkins CPA Firm’s estate tax planning services have saved families millions in unnecessary taxes. Your consultation starts with an honest assessment of where you are and where you need to be.
What Our Clients Say
Other Relevant Tax Services
Business Tax Planning Services
Reduce business taxes through entity selection, retirement plan design, and operational strategies. We find deductions others miss, cut tax bills legally and permanently.
Personal Tax Planning Services
Reduce your personal income taxes with investment planning, retirement account strategies, and maximize deductions.
Individual Tax Planning Services
From high-income professionals to retirees, we build tax plans that fit your life stage. We handle everything from estimated tax payments to multi-state income sourcing.
Tax Planning for Business Owners
Combine business and personal strategies to maximize wealth retention. Our team coordinates all aspects so nothing falls through the cracks to the IRS.
Estate Planning Services
We work with your attorney to create wills, trusts, powers of attorney, and healthcare directives that protect your family legally and financially.
Retirement Planning Services
We help you choose between traditional and Roth options. We show you how to withdraw funds from IRAs, 401(k)s, and Social Security in the order that saves the most tax.
Request a Consultation with Hopkins CPA Firm
Stop paying more estate tax than necessary. Hopkins CPA’s team of former IRS agents and advanced tax strategists will analyze your estate and create a custom plan that protects your wealth.
Our estate tax planning services work for estates from $1 million to $100 million. If you have assets worth protecting, we can help you protect them.
