Estate & Trust Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. Structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Estate tax and trust preparation is very important. This is part of financial security and needs to be considered by all of us – especially if you have a spouse or children. Estate and trust planning means you don’t leave those you love without some sense of security.
We know dealing with estate taxes can be frustrating, our goal is to save you and your family time and money. We will stay current on tax law changes that affect estate and tax trust preparation as we work with your financial and legal advisors.
What do estate tax and trust services include?
It begins with an in-depth discussion and tax review of your unique situation, which will include:

Allocating assets to spouses, children, trusts, and charities
Gift tax returns and strategies
Business succession tax planning
Trust tax administration
Trust income tax returns
Estate tax returns