Protecting Assets, Preserving Wishes

At Yount, Hyde & Barbour we recognize that people often face complicated, high-stakes financial decisions when it comes to estate planning. Making informed decisions requires expertise ranging from tax and investment issues to the complex laws governing trusts, gifting and estates. Our estate and trust professionals help clients craft solutions to those issues, minimize tax consequences, and plan for the best possible outcome based on their wishes.

Estate and trust planning is a highly personal issue that involves family relationships, social commitments, and the desire to create legacies for others. At YHB, we are experienced at determining the need for estate planning, estimating net worth and estate values, and tailoring highly customized plans to accomplish your goals. We also coordinate estate planning efforts among various parties, such as attorneys, insurance agents, and investment managers in an efficient, cost-effective manner.

Our team is committed to providing high quality and responsive estate planning services. YHB’s knowledgeable experts can help structure an estate, trust or gift plan reflecting each client’s personal or business financial situation, and coordinate it with proven tax strategies in order to maximize benefits for both you and your heirs.

Services We Provide

Annual Tax Return Preparation
Consulting for Executors & Trustees
Estate & Trust Planning
Estate & Trust Administration
Gift Planning
Preparation of Death Tax Returns
Preparation of Required Local Filings, Including Inventories & Accountings

We’re Leaders in the Field

Our team consists of members from each of our offices, and we utilize the knowledge and resources of each team member to best serve you. Our team members each receive continuing education on the most current information and trends for planning, administration and taxation of estates and trusts.

Estates & Trusts Team
Elaine Cain, CPA – Principal
Gregory S. Crawford, CPA, CVA, ABV – Principal
Gary Lee, CPA – Principal
John Sanderson, CPA – Principal
Jim Snyder, CPA – Principal
Bob Soonthornchai, CPA – Principal