Estate, Gift & Trust Services
This is a complex and ever-changing area of tax law.
We have specialized knowledge and expertise to provide clients with guidance in the estate, gift and trust arena. We work with individuals, trustees, executors and their advisors to assist with related tax filings, pre- and post-death strategic estate planning, and other fiduciary advisory services.
We provide the following services:
- Estate, Gift & Trust Tax Return Preparation
- Estate & Gift Planning
- Business Succession Planning
- Charitable Planning
- Trust/Estate Administration
- Post-Mortem Planning
- Retirement Planning
- Life Insurance Planning
- Special Needs Planning
Our services in this area go far beyond tax return preparation. We are here to assist you in developing and monitoring plans which incorporate your values and accomplish your goals, in order to minimize taxes and leave behind a legacy.