Estate & Trust Tax Services

Estate and Trust Tax Preparation

Estate and trust planning is not only for the wealthy. It matters to anyone with a spouse, children or a business. A sound plan protects what you have built and keeps the tax burden on your family as low as possible.

The returns themselves, and the rules behind them, call for specialized knowledge. We have worked with fiduciary tax law for many years, we follow the changes that affect estates and trusts, and we work alongside your attorney and investment advisor so that the plan fits your family.

Our estate and trust services include

• Allocating assets to spouses, children, trusts and charities
• Reviewing your estate plan and trust tax situation against your goals
• Gift tax returns and strategies
• Business succession planning
• Trust administration
• Trust income tax returns
• Estate tax returns

If you have not put a plan in place yet, it is not too late to start.