Estate and trust tax preparation are probably the most important aspects of your financial management. Estate and trust tax preparation helps you to preserve, protect and enhance your financial legacy. Effective planning facilitates the orderly transfer of assets to your beneficiaries, can minimize your tax penalties on the transfer of assets and can provide security for your surviving loved ones.
We can bring you and your loved ones experience and compassion to the area of postmortem tax planning. As your tax advisor to a trust or an estate, we will provide you with timely advice as to when, how and to whom income and principal should be distributed.
Whether you’re looking for a brief review of an existing trust agreement or assistance with thorough estate planning, we are here for you. We work as team with you and other professionals such as financial planners, attorneys and charities. Our estate planning services include qualified personal residence trusts, family limited partnerships, married couples or probate estates.
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
When you think of year-end tax planning, remember to sit down with us! Our tax consultants can review your estate plan. Speak to our tax consultants today.