Most business owners and high-net-worth individuals have spent years building wealth — without a single plan to protect it. Hykes Financial Group helps you choose the right trust structure, minimize estate taxes, and create a legacy that lasts.
Your business is your estate — and without the right structure, estate taxes, probate costs, and creditors can consume 30–60% of what you've built. The federal estate tax exemption is $13.99M in 2026, but it's set to sunset to approximately $7M unless Congress acts. North Carolina has no separate state estate tax, but federal exposure for business owners is real. The window to act is open now — and it won't stay open indefinitely.
HFG is not a law firm. We handle the tax strategy layer — which structures save the most, how to fund them, ongoing Form 1041 filings, and entity bookkeeping. We coordinate with your attorney or refer you to one we trust.
Tax strategy consultation from $497
Trust tax return (Form 1041) from $797/yr
Trust tax strategy from $697
Form 1041 preparation from $997/yr
Planning session from $1,497
Annual trust admin + Form 1041 from $1,297/yr
Formation strategy session from $697
Wyoming LLC setup coordination from $1,497 one-time
Advanced strategy session from $1,997
Ongoing advisory + Form 1041 from $1,597/yr
Real estate trust strategy from $697
Multi-entity admin from $497/yr per entity
Succession planning strategy from $1,997
Ongoing advisory from $697/mo
Three steps. No legal jargon. Just a clear path from where you are to where your wealth needs to be.
We review your current assets, estate size, business structure, and long-term goals. Together we identify the structure that creates the most protection and the least tax drag for your specific situation.
60 min · $497 · credited toward implementationWe work alongside your estate attorney — or refer you to one we trust. HFG handles the tax strategy layer entirely: which entities to use, how to fund them, how to minimize estate taxes and ongoing income taxes inside the trust.
We coordinate. You don't have to manage two firms separately.We file trust tax returns (Form 1041), manage entity bookkeeping, prepare K-1s for beneficiaries, and keep your structure clean and compliant year after year. Your legacy doesn't run itself — we make sure it runs right.
Annual filings + ongoing advisory availableAll engagements start with a strategy session. No surprise fees. No retainers for services you don't use.
| Service | Description | Starting Price |
|---|---|---|
| Estate Planning Consultation | 60-min strategy review + written structure recommendation | $497 |
| Trust Tax Return (Form 1041) | Annual federal + state trust income tax filing | From $797/yr |
| Wyoming LLC Formation Coordination | Entity setup coordination + trust funding strategy | $1,497 one-time |
| Dynasty Trust Planning Session | GST planning + multi-generational structure design | $1,497 |
| Advanced Strategy Session (IDGT / GRAT / SLAT) | Complex irrevocable trust strategy for $2M+ estates | $1,997 |
| Business Succession Planning | Full succession structure design + tax strategy | $1,997 |
| Annual Trust Advisory | Ongoing admin, returns, K-1 prep, entity management | From $497/mo |
Not sure which structure is right for you? Start with a 15-minute call. We'll tell you whether estate planning belongs on your priority list right now — and what it would actually cost.
Detailed breakdowns on every structure we work with — written for NC business owners, not attorneys.