Estate and Trust Tax Preparation Helps to Preserve, Protect, and Enhance Your Financial Legacy
Estate and trust tax preparation and planning are an important part of managing your financial future–and it’s not just for the one percent; it’s important for everyone–especially if you have a spouse or children or own a business.
As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.
While protecting your assets is critical to ensure financial security for your loved ones, we know that estate planning and trust tax return preparation is not easy and often requires specialized knowledge and expertise.
We understand fiduciary tax laws and are here to help you.
Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client and stay current on tax law changes that affect estate and tax trust preparation.
Our estate and trust services include:
- Ensuring that your assets are allocated to spouses, children, trusts, and charities
- Periodic review of 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