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ESTATE PLANNING

Our Estate Planning Services

Johnson, Mizelle, Straub & Consolvo, LLP is your trusted partner for comprehensive estate planning and estate gift, as well as trust tax return preparation services. We understand that managing your estate and ensuring a seamless transfer of assets to your loved ones is a critical aspect of financial planning. Our dedicated team of experts is here to guide you through every step of this intricate process.

Estate Planning

Creating a well-structured estate plan is essential to safeguard your assets and provide for your family’s future. Our experienced professionals work closely with you to design a tailored estate plan that aligns with your financial objectives and ensures your legacy is preserved.

Estate, Gift and Trust Tax Return Preparation

Our meticulous trust tax return preparation services are designed to alleviate the burden of complex tax compliance for trustees and beneficiaries. We ensure all trust tax forms are accurately completed and submitted, helping you maintain compliance with tax authorities.We help you make informed decisions about gifting strategies, including charitable donations, and navigate the intricacies of gift tax regulations.

Discover how we can help you!

Johnson, Mizelle, Straub & Consolvo serves a wide variety of clients ranging from individuals to medium-sized corporations all over North Carolina.