Estate & Trust
Estate and trust tax preparation are probably the most important aspects of your financial management. Estate and trust tax preparation helps to preserve, protect, and enhance your financial legacy. Effective planning facilitates the orderly transfer of assets to your beneficiaries, can minimize tax penalties on the transfer of assets, and most importantly, provide security for your surviving loved ones.
We can bring you and your loved ones experience and compassion to the area of postmortem tax planning. As your tax advisor to a trust or an estate, we will provide you with timely advice as to when, how and to whom income and principal should be distributed.
Our Estate & Trust Tax Preparation Services
- Financial assistance to family members
- Wealth preservation strategies
- Assistance in charitable contributions and charitable remainder trusts
- Reduction of estate taxes
- Mitigation of costs and delays of probate
- Administration of finances should you become incapacitated