Estate & Trust Tax Preparation Services
Whether you are considering estate and tax planning for yourself or you are a beneficiary or trustee of an estate or trust, our team of professionals can help. Our estate and trust tax preparation can help preserve, protect, and enhance your financial legacy.
Estate and trust tax preparation and planning are an important part of managing your and your families’ financial future. Estate and trust planning are not just for the 1%; they are important for everyone, especially those who have a spouse or children or own a business.
As tax and accounting professionals we have many years of experience helping clients work with their investment advisors, attorneys, and other financial professionals to ensure their estate and trust planning strategies are carried out in a tax-efficient manner and are compliant with federal and state tax laws.
The passing of a loved family member or friend is hard. That hardship can be further complicated by being named as a beneficiary or trustee of a trust. Our team understands fiduciary tax laws and can walk you through the nuances of this role in which you may find yourself.
We can advise on:
Asset allocations and disbursements
Gift tax returns and gifting strategies
Estate & trust planning strategies
Business succession planning
Trust income tax returns
Estate tax returns
Tax consequences for beneficiaries and trustees
If you are feeling overwhelmed by the complexities of estate and trust tax issues, please don’t hesitate to reach out. We would love to hear from you.