Your Future

Tax and estate planning for now and the future.

Golf is a sport I enjoy. Skill, environmental factors like wind and rain, and luck all impact your score. If you want a hole in one when it comes to money matters, a skillful advisor can help you navigate risk factors and costly mistakes. And, we can help you make wise decisions if you receive an inheritance or windfall.
Mark Vermillion
CFP®, Staff Accountant
Golf is a sport I enjoy. Skill, environmental factors like wind and rain, and luck all impact your score. If you want a hole in one when it comes to money matters, a skillful advisor can help you navigate risk factors and costly mistakes. And, we can help you make wise decisions if you receive an inheritance or windfall. Mark Vermillion CFP®, Staff Accountant

Avoid estate planning pitfalls. When it’s time to transfer your assets, make a smooth transition. Our experts at Johnson, Glaze & Co. can help.

Estate, trust and gift tax preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Estate administration

There are many types of trusts that can be formed but generally all need some administration. We provide that service, often in conjunction with your attorney, from beginning to end. Identifying assets, communicating with heirs, trust accounting, filing returns can all be daunting tasks for the trustee. There are complexities around every corner that have to be considered and we are there to help you. Often the attorney hires us to assist with the accounting and tax returns so they can focus on the legal aspects of notifications, funding, and distributions.

Call our experts 503.390.7880 to discuss your trust administration needs.

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