Estate Planning Services

Estate planning isn't just about having a will or a trust. Effective planning is having the appropriate tools in place to facilitate the transfer of your assets to the intended recipients with the least amount of difficulty, administrative costs, and taxes, while assuring that your wishes are carried out as you intended. It may mean exercising a gifting program while you're still living, allowing you to witness the enjoyment that your loved ones experience. We can help you put together a professional team to make the process as efficient as possible. With so many changes in estate tax law over the past decade and with more being predicted in the near future, a review of your estate plan is advised.

Preparation of Estate Tax Returns

We offer estate return preparation, both federal and state, when required. Our professional staff stays informed on recent legislation regarding the federal estate tax and current filing requirements. We look for post-mortem planning opportunities that may save your estate significant tax expense. Even when a federal estate tax form is not due, post-mortem planning can be considered to help ease the tax liability of the surviving spouse's estate.

Preparation of Estate and Trust Income Tax Returns

We have income tax return preparers that have a vast amount of experience in preparing fiduciary income tax returns. The administration of estates and trusts can be tricky, and knowing the available elections, distribution rules, and filing deadline is essential in competent administration.