GMS SURGENT
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​Trusts and Estates

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful tools to make your planning simple, efficient, and worry-free. GMS Surgent is available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

GMS Surgent can assist you in areas including:
  • Clearly defining your estate planning goals
  • Organizing and creating your estate planning team (experts on law, finance, and taxes) if you need one
  • Evaluating and recommending estate planning options
  • Working with your attorney to prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney
  • Decreasing the problems and expenses associated with probate
  • Lessening taxes at time of death
  • Arranging for management of your estate in the event you are incapacitated
  • Drafting a working plan for conserving and effectively managing your estate after death
  • Transfering the assets of your estate to heirs the way you want
  • Organizing fair and adequate liquidation of estate to cover taxes and other expenses
  • Amending your plan as needed
We will also help you with...
  • Living wills and trusts
  • Lifetime family wealth transfers
  • Family partnerships and other business relationships
  • Leaving money to charities
  • Preparation for estate and trust tax problems

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Richard Pritz, MT, CPA
Managing Member
P: 484.385.2222
F: 610.975.9132
RichardP@gmssurgent.com
OVERVIEW

REAL ESTATE

CONSTRUCTION

EMERGING TECHNOLOGY

LIFE SCIENCES

MFG AND DISTRIBUTION

PREFERRED INDIVIDUALS

PRIVATE EQUITY AND VC

PROFESSIONAL SERVICES FIRMS

RETAIL AND CONSUMER GOODS

TRUSTS AND ESTATES

NON-PROFIT ORGANIZATIONS

 

Contact GMS Surgent

DEVON OFFICE
237 W. Lancaster Avenue
Suite 1000
Devon, PA 19333

Picture Map Directions

P: 610.975.9122
F: 610.975.9132
E: info@gmssurgent.com

 
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237 W. Lancaster Avenue, Suite 1000   |   Devon, PA 19333   |   610.975.9122 
Picture
  • Home
  • Who We Are
    • Partners >
      • John Surgent
      • Brian J Gallagher
      • Lauren Adamski
      • Richard Pritz
      • Brian Pugliese
      • Lori Toonder
    • Partner Emeritus >
      • William J Schalleur
      • Joseph Mcdevitt
    • Director & Managers >
      • Everett Minger
      • Terri Devine
      • Stephanie Sommers
    • Firm Culture
  • What We Do
    • Accounting and Assurance >
      • Agreed Upon Procedures
      • Green-E Energy
      • Employee Benefit Plans
    • Business Advisory Services >
      • Profitability Analysis
      • Business Valuation
      • Bankruptcy - Insolvency
      • Litigation Support
      • Strategic Planning
    • Individual Advisory Services
    • Tax Strategies and Compliance >
      • PA EITC Overview >
        • PA EITC Step by Step
      • Historic Tax Credits
    • Technology Solutions
  • Who We Serve
    • Real Estate
    • Construction
    • Emerging Technology
    • Life Sciences
    • MFG and Distribution
    • Preferred Individuals
    • Private Equity and VG
    • Professional Services Firm
    • Retail and Consumer Goods
    • Trusts and Estates
    • Non-Profit Organizations
  • Employment
    • Opportunities
    • You and GMS Surgent
  • Resources
    • Client Alerts
    • Firm Newsroom
    • Useful Links and Tools
  • PAY MY BILL