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Trusts and Estates

We can help you simplify what seems complicated. 
Estate planning on your own can be complicated and costly. And the list is endless... estate taxes, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, and funeral costs to name a few.  Not knowing your legal and financial rights often ends up costing you more in the end.

Our services include...

  • Allocation of assets to various trusts.
  • Family partnership taxation.
  • Gift tax planning and preparation.
  • Life insurance trust planning and tax preparation.
  • Preparation of Court Accounting for the court and/or beneficiaries.
  • Preparation of Form 1041, Estates and Trusts income tax returns.
  • Preparation of Form 706, Estate tax returns.

We help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one. 
  • Evaluate and recommend estate planning options.
  • Obtain and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Document what information is needed for your heirs. 

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.  Our team is waiting to assist you through every step of the process.

If you'd like more information about our estate planning services please complete this form to setup a Consultation.

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