Trust & Estate Planning Services

Providing security for your heirs while reducing the tax due on business and asset transfers

A properly structured estate and trust plan provides you with peace of mind knowing that your spouse, children and business are taken care of and accounted for after you’re gone. The orderly transfer of your assets to beneficiaries should be accomplished in a way that provides security for your heirs. A solid plan should also accomplish your personal, charitable and philanthropic goals while reducing or eliminating tax burdens.

There are a wide variety of estate and gifting strategies and formats that have legal, tax, compliance and administrative consequences including:

Estate & Trust Services

Individuals, business owners, trustees, executors and other related parties look to us for tax planning, consulting services, business valuation, business succession planning and fiduciary tax preparation services. Estate planning solutions include:

• Estate & trust settlement guidance and planning
• Federal estate & gift tax projections
• Federal & state estate tax return preparation
• Federal & state fiduciary income tax return preparation & projections
• Financial statement preparation & related accounting services
• Representation before the IRS on examination issues