Areas of Practice
Estate Planning
Pruitt & Associates is dedicated to providing comprehensive estate planning tailored to your specific needs and goals. Our firm offers personalized planning for individuals, families, businesses, and fiduciaries. Create a future for your estate by reaching out today.
Asset Protection Planning
We work with our clients to determine short and long term financial goals as well as estate planning goals in formulating asset protection plans. We offer expertise in positioning and preserving your assets for the future. Inquire about building a plan for your assets.
Business Succession Planning
Business owners often must consider an exit strategy for themselves and for the preservation of their business. We work with you to determine the value of your business and how it could be most equitably transferred to parties of interest. Contact us for a consultation on effective succession planning.
Gift Taxes
We provide strategic solutions to those who wish to pass along parts or all of their estate to individuals and organizations. We offer an expanse of knowledge around current tax law and are committed to the conservation of your estate through the gift giving process.
Special Needs
Individuals with special needs depend on family members and loved ones for the planning and security of their financial future. Our firm offers a unique personal approach to this process. We work with you and your family to understand needs and goals and construct a plan to see them come to fruition.
Probate Administration
Our firm offers 30 years of experience in the process of conserving and transferring estates following the death of loved ones. We dedicate ourselves to understanding the needs of individuals and families and work with you and your family to ensure your needs are met. Consult with us.
Charitable Planning
At Pruitt & Associates, we offer consultation and planning practices to ensure that assets used for charitable donations are as impactful as you intend them to be. Through proper strategy and placement, your donations can go a long ways. Work with us to formulate a plan for your charitable donations.