Estate & Trust Taxes | Austin, TX | Wood, Johnson, Heath

Protect your legacy and ensure your loved ones are cared for with strategic estate and trust tax planning from Wood, Johnson, Heath, trusted CPAs in Austin, TX. Our experienced team helps individuals, families, and fiduciaries develop comprehensive tax plans that preserve wealth, reduce tax liability, and simplify estate administration.

Whether you’re managing a trust, preparing for future inheritance transfers, or navigating complex estate filings, our advisors bring clarity and confidence to every financial decision. Call (512) 343-8075 today to schedule your confidential consultation with one of our estate tax professionals in Austin, TX.

Estate and trust tax planning is more than a legal requirement—it’s a proactive approach to securing your family’s financial future. Without a proper strategy, heirs and beneficiaries can face unnecessary tax burdens, legal delays, or disputes that diminish the value of your estate.

At Wood, Johnson, Heath, we work closely with you and your legal team to design customized tax strategies that align with your personal goals, asset portfolio, and long-term legacy plan. Our objective is to help you pass on your wealth efficiently and equitably while minimizing exposure to federal and state taxes.

Estate taxes can be complex, with constantly changing federal and state regulations. Our Austin-based CPAs are well-versed in the intricacies of estate tax law and provide meticulous preparation and filing services to ensure compliance.

We handle every detail of your estate’s tax obligations, including:

Federal estate tax return (Form 706) preparation and filing
Estate income tax return (Form 1041) preparation
Allocation of deductions, credits, and expenses
Asset valuation coordination with appraisers and fiduciaries
Estate distribution planning for heirs and beneficiaries

Our goal is to streamline the process, reduce your administrative burden, and safeguard your estate’s financial health during transitions.

Managing a trust involves balancing fiduciary duties, tax compliance, and beneficiary expectations. The team at Wood, Johnson, Heath assists trustees, executors, and beneficiaries with strategic trust tax planning and administration services designed to minimize taxes while meeting legal responsibilities.

We provide expert support for all types of trusts, including:

Revocable living trusts
Irrevocable trusts
Charitable remainder trusts
Special needs trusts
Grantor and non-grantor trusts

Our advisors help structure distributions, prepare annual trust tax returns, and identify deductions that preserve trust value for the long term.

Our estate and trust tax strategies focus on protecting your assets from unnecessary taxation while ensuring your wishes are carried out precisely. Through thoughtful analysis and planning, we help you:

Minimize estate and gift taxes through lifetime giving strategies
Optimize generation-skipping transfer (GST) tax planning
Manage step-up basis calculations for inherited property
Incorporate charitable giving and philanthropic objectives
Coordinate with attorneys to align trust documents and tax implications

Each plan is tailored to your unique situation—whether your estate consists of family businesses, real estate holdings, or investment portfolios, we develop solutions that align with your long-term goals.

Effective estate and trust planning requires seamless coordination between your financial, legal, and tax professionals. At Wood, Johnson, Heath, we work collaboratively with estate attorneys, financial planners, and investment advisors to ensure every aspect of your estate plan functions harmoniously.

Our team serves as your financial guide, translating complex tax codes into clear, actionable strategies. We pride ourselves on delivering high-touch, personalized service to every client we serve in the Austin community and beyond.

For decades, Wood, Johnson, Heath has been a trusted name in Austin, TX, providing dependable accounting and tax services rooted in integrity, precision, and personalized care. Clients choose our firm for estate and trust planning because we offer:

Comprehensive expertise in both federal and state estate taxation
Personalized service tailored to each family’s goals and values
Clear communication throughout every step of the process
Proven experience working with complex estates and high-net-worth clients
Commitment to confidentiality and fiduciary excellence

We understand that estate planning is personal. That’s why our advisors approach each case with empathy, discretion, and attention to detail.

Estate and trust tax planning is one of the most meaningful financial steps you can take for your loved ones. Let the experts at Wood, Johnson, Heath guide you with professional insight and care. We’ll help you design a plan that protects your assets, minimizes taxes, and gives you peace of mind knowing your legacy is secure.

Call (512) 343-8075 today to schedule a consultation with an experienced estate and trust tax specialist in Austin, TX. Together, we’ll ensure your financial legacy continues to provide for generations to come.