Estate and trust tax preparation is an important part of managing your financial future. Financial security is an important consideration for all of us – especially if you have a spouse or children. The last thing you want to do is leave loved ones vulnerable in a time of need. That’s why we work with you to create estate and trust plans that protect your wealth.
We know dealing with estate taxes can be frustrating and may often be done at a time when you have many other factors to worry about. Our goal is to save you and your family time and money. We work closely with investment advisors, attorneys, and other financial professionals and stay current on tax law changes that affect estate and tax trust preparation.
What do estate and tax trust services include?
We start with an in-depth discussion and financial review of your unique situation, and the nature of your relationships. Estate and tax trust discussions include:
- Allocating assets to spouses, children, trusts, and charities
- Reviewing your estate plan and trust tax situation to ensure financial goals are met
- Gift tax returns and strategies
- Business succession planning
- Trust administration
- Trust income tax returns
- Estate tax returns
Our team is waiting to assist you through every step of the process. Let us ease the hassles and red tape so that your family’s future can unfold as planned.
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