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Estate Planning Services

Preserving Wealth Across Generations. Your legacy is more than numbers—it’s the people and causes you care about. We help ensure your wealth serves your values for generations to come.

Worried About Protecting What You’ve Built?

Take our 5-minute assessment to identify gaps in your estate plan and uncover tax-saving opportunities.

Wealth Protection Assessment
Wealth Protection Assessment

Comprehensive Wealth Preservation Planning

Estate planning isn’t “set and forget.” Changes in law, family, or wealth require updates to protect your legacy and minimize taxes. We coordinate the full picture.

Advanced Planning Strategies

Sophisticated techniques to minimize taxes and protect assets

What We Deliver

  • Estate tax minimization strategies
  • Generation-skipping transfer planning
  • Business entity restructuring for estate efficiency
  • Charitable giving optimization
  • Family limited partnership structuring
  • Asset protection planning
  • Liquidity planning for estate taxes
  • Multi-state asset planning
  • International estate planning coordination
  • Inter vivos gifting strategy

Ideal For

  • Net worth exceeding $5 million
  • Business owners with concentrated wealth
  • Those seeking multi-generational strategies

Trust & Fiduciary Services

Expert guidance for trustees, executors, and beneficiaries

What We Deliver

  • Trust structure design and implementation
  • Trust administration guidance
  • Trustee advisory services
  • Trust accounting and distribution planning
  • Income tax planning for estates and trusts & their beneficiaries
  • Asset allocations and funding allocations for sub-trusts
  • Calculation of California accumulation (claw-back) tax for beneficiaries of non-California trust
  • Charitable Remainder Trusts
  • Fiduciary income tax returns (Form 1041)
  • Estate tax return preparation (Form 706)
  • Gift tax return services (Form 709)

Ideal For

  • Successor trustees needing guidance
  • Executors administering estates
  • Families with complex trust structures

Wealth Coordination Services

Bringing all the pieces together across your advisory team

What We Deliver

  • Multi-disciplinary team coordination
  • Life insurance strategy integration
  • Beneficiary designation optimization
  • Post-mortem tax elections
  • Family wealth education programs
  • Legacy planning facilitation
  • Family Governance design and meeting facilitation
  • Philanthropic coordination and foundation advisory

Ideal For

  • Families with multiple advisors needing alignment
  • Those preparing next generation for wealth
  • Estate plans not reviewed in 3+ years

Why Linkenheimer for Estate Planning

Estate planning requires both technical expertise and personal sensitivity. We bring both—along with the coordination skills to align your entire advisory team.

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Multi-Generational Perspective

Some of our client families span three generations
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Multi-Generational Perspective

Some of our client families span three generations
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Attorney Collaboration

Seamless coordination with estate planning attorneys
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Attorney Collaboration

Seamless coordination with estate planning attorneys
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Tax-First Thinking

Every recommendation considers tax implications
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Tax-First Thinking

Every recommendation considers tax implications
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Family Meeting Facilitation

Help families have productive wealth transfer conversations
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Family Meeting Facilitation

Help families have productive wealth transfer conversations

Is Your Estate Plan Working for You?

Most estate plans have gaps that cost families dearly. Find out if yours is truly protecting what you’ve built.

Wealth Protection Assessment (5 min)
Wealth Protection Assessment (5 min)
Schedule Estate Review
Schedule Estate Review

Related Outcomes We Help You Achieve

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Protect My Wealth

Preserve assets across generations with comprehensive planning
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Protect My Wealth

Preserve assets across generations with comprehensive planning
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Minimize Taxes

Reduce tax burden through proactive estate and gift strategies
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Minimize Taxes

Reduce tax burden through proactive estate and gift strategies
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Sleep Better at Night

Peace of mind knowing your family is protected
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Sleep Better at Night

Peace of mind knowing your family is protected