Estate and Trust Planning
Defining a Vision for the Future

By employing proactive strategies, transparent communication and hands-on partner involvement, we ensure an efficient estate and trust strategy and deliver strategic tax-efficient vehicles for high-net-worth individuals and corporate executives.

Getting to Know You

Before we develop your estate and trust strategy, we work with you to understand your specific goals with the objective of implementing the most tax-efficient strategies that minimize external risk.

Your Trusted Partner

We’re more than advisors — we’re trusted partners who are experts in your needs. This allows us to provide tailored estate and trust strategies that maximize wealth preservation and help you achieve your desired financial future.

A Common Purpose

We help you maintain long-term financial success by immersing ourselves in your ambitions and offering expert estate and trust insights that provide a clear vision for reaching them.

Making More Possible

Our forward-thinking approach establishes lasting financial security for generations to come. We create thorough financial strategies, seamlessly integrating estate and trust tax compliance for a smooth transfer of assets.

Estate and Gift Planning and Compliance

Build a legacy that lasts. Our comprehensive estate and gift planning services ensure a smooth transition for generations to come.

Succession Planning

Prepare your business for the future with our expertise in management buy-outs, ESOPs and other strategic succession planning services.

Employee Benefit Planning

Show your employees that you are committed to protecting their futures. We’ll ensure your 401(k)s, pensions and health plans align with the Department of Labor’s current regulations and reporting requirements.

Learn more about Employee Benefit Plan Audits.

Stock Option Planning

Implement the right compensation strategies with our guidance on stock options, including buying, selling and any tax impacts.

Asset Allocation

Successful estates and trusts need solid asset allocation strategies to thrive. Our services help you formulate a strong roadmap for achieving your goals.

Life Insurance Analysis

Our experts know how to develop strategies to safeguard your financial freedom through life insurance products. Minimize your tax implications while providing financial security for your family.

Property and Casualty Insurance Planning

Whether you want to protect your physical or financial assets, you need a partner who’s seen it all. We can assist with insurance planning strategies that deal with property, liability or theft.

Short-Term Cash Flow

Life’s significant events require careful financial planning. Get personalized short-term cash flow strategies so goals like purchasing a new home or unexpected expenses like medical emergencies can be met with confidence.

Retirement Cash Flow

Set yourself up for future success. Our comprehensive retirement cash flow services ensure you enjoy financial freedom when you’re ready to leave your career.

Survivor Cash Flow

We analyze your assets, income and expenses to fully understand and assess the situation. Our services identify strategies and best practices to ensure your survivors maintain financial control and receive contributions based on your wishes.

Education Funding

Get access to our team for insights that ensure sound financial decision-making. From setting up college savings plans to applying for scholarships, grants and loans, our guidance can help you and your family reach your educational goals.

News & Insights
Alert
IRS Issues Final Regulations on Inherited IRAs
Blog
The New Year Means New Goals: Consider Adding Estate Planning to Your Resolutions
Alert
The SECURE Act Likely to Affect Your Retirement and Estate Plans
Alert
5 Good Reasons to Turn Down an Inheritance
Read All Estate & Trust Planning Insights
What Our Clients Say

“The firm is best-in-class. Top to bottom, you will come to love and trust everyone who represents their firm!”
– Hal L., Chief Financial Officer
Distribution Industry

The Moore Colson Estate and Trust Planning Team

Get to know the experts ready to uncover new opportunities for you. This team is built to help with a broad range of industry services in estate and trust planning for every stage of an individual’s life.

Image of Adam Bateman
Adam Bateman
Partner
Image of Andy Starnes
Andy Starnes
Managing Partner
Image of Steven Murphy
Steven Murphy
Partner
Image of Jonathan Levens
Jonathan Levens
Partner
Image of Phil Booth
Phil Booth
Partner
Image of Sydney Trew
Sydney Trew
Partner
Image of Stephanie George
Stephanie George
Partner
Connect with our Estate and Trust Planning Experts

It’s time to up your expectations. Get in touch today to see how Moore Colson can help.

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FAQs
What services does Moore Colson offer?

From compliance-related accounting work to tailored business advisory, we offer a comprehensive range of services so we can be the true partner your business needs. Our insights will give you the confidence you need to implement sustainable growth opportunities across tax and assurance compliance, to risk or transaction advisory.

What industries does Moore Colson serve?

We are experts in a variety of industries, serving clients in construction, real estate, manufacturing, healthcare, transportation, hospitality and more.

How is Moore Colson different from other firms?

We lead with a client-centered approach, offering personalized expertise that leads to long-term relationships. Our non-book-of-business model provides access to our entire team, so clients are always paired with the right experts to address their needs.

What types of clients does Moore Colson work with?

We serve a diverse client base, including mid-market businesses, Fortune 500 companies and high-net-worth individuals across many industries.

How does Moore Colson stay up-to-date with changing tax laws and regulations?

We pride ourselves on our forward-thinking approach. Our team of professionals actively monitors changes to implement innovative solutions across all of the industries we serve. We also maintain active memberships in professional associations and networks, such as PrimeGlobal, to stay current on industry trends.

Where is Moore Colson based?

We’ve had roots in Atlanta since 1981, where we started as a small business and have since grown into one of the largest independent firms in the United States. Now, we serve clients across Georgia and the rest of the country. In 2019, we launched Magnolia Trust Company in Chattanooga, Tennessee.

How experienced is Moore Colson?

Greg Colson and Jack Moore established Moore Colson in 1981 with a vision — to redefine accounting excellence. Today, we have a host of experienced partners and over 185 employees dedicated to serving our clients. We’re also recognized at regional and national levels, ranking in the Top 20 Atlanta Accounting Firms list by the Atlanta Business Chronicle and being named one of the Best of the Best Top 50 CPA Firms in America by IPA.