Estate & Trust Tax Services

We assist with the preparation of estate, gift and trust tax return preparation as well as planning services.

The purpose of estate and trust planning is to provide financial security for loved ones and ensure desired financial goals are achieved even after death.

Trust planning may include creating trusts for the benefit of family members, children/grandchildren, or special purpose trusts such as special needs, charitable trusts and irrevocable life insurance trusts.  Trusts can be an effective way for wishes to be carried out or execute a transfer of assets both before and after death.

Estate planning encompasses facilitating the transfer of assets after death to desired individuals/organizations while also minimizing tax liabilities.  Estate tax laws can be complex and proper planning can help avoid unnecessary complications.  Planning may include the distribution of personal assets as well as ownership transfers of business interests.

Our Certified Financial Planners and Certified Public Accountants can help initiate the planning process and coordinate with legal advisors to ensure the proper documents are prepared and executed.