Trusts and Estates Alerts Subscription Page

Trusts and Estates Alerts

Councilor, Buchanan & Mitchell has vast expertise collaborating with individuals and their attorneys on tax work related to trusts and estates. It can be a complex process when you lack the right expertise. CBM’s quarterly alerts highlight how to minimize estate taxes and maximize the availability of your assets to you and your family, and related topics. Subscribe using the form below.

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Recent Trusts and Estates Alerts

Subscribe above to receive estates and trusts alerts such as those below.

Encourage Legacy Gifts to Your Not-for-Profit
Working on Your Estate Plan? Consider a Revocable Living Plan
Don’t Forget to Include Digital Assets in Your Estate Plan
Joint Ownership: Estate Planning Do or Don’t?

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Accountants | Auditors | Financial Planners | Consultants | CPAs : CBM (Councilor, Buchanan & Mitchell) PC is a Top 300 public accounting firm with offices in Bethesda, MD and throughout the Washington, DC region. Serving clients in Washington, DC, throughout Maryland (Bethesda, Rockville, Baltimore, Montgomery County and Prince George’s County) and Virginia (Alexandria, Arlington, Fairfax and other locations throughout Northern Virginia) and the Mid-Atlantic region, CBM delivers accounting, audit, consulting, financial planning, litigation, divorce support, forensic accounting and tax services to dealerships, not-for-profit organizations, construction and real estate practices, and other businesses and individuals. CBM’s subsidiary MBI (May Barnhard Investments), LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services.

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