Services
Gifts, Trusts, & Estates
Planning for the future requires thoughtful guidance you can trust. We are here to help you achieve your gift, trust, and estate goals with services that help individuals and families navigate complex tax matters with clarity, care, and long-term perspective.
Additional services tailored for you.
Estate Planning
We work with you, in conjunction with your legal counsel and trusted advisors, in the preparation and review of your estate plan, with the goal of minimizing taxes, preserving your wealth, meeting your charitable goals, and protecting your heirs. The service includes recommendations for planning lifetime transfers, establishing trusts, and assistance with the eventual state and trust settlement, which may include an estate tax return filing.
Gift Tax Return
We assist you in navigating the complexities of lifetime transfers. From strategic planning to the filing of returns, our goal is to help you achieve your while minimizing your estate and potential estate tax liability.
Estate Tax Returns
Whether or not an estate tax return should be filed can be difficult to determine. We’re here to help you understand federal and state estate filing obligations while analyzing opportunities available through these filings. Our approach goes beyond minimizing current and future estate tax obligations as we focus on your overall estate plan and wealth transfer goals.
Trust and Estate Income Tax Returns
We guide you on the proper federal and state tax compliance requirements and assist in the preparation of trust and estate income tax returns. Oftentimes, timing matters when it comes to a trust or estate withdrawing retirement income or making distributions to beneficiaries, and we are here to guide you through these decisions while minimizing taxes. Since your tax concerns are not limited to once-a-year filing, we are available throughout the process to answer your questions.
Fiduciary Accounting
Many trustees and personal representatives are required to provide an accounting of activity to either a beneficiary or the court. We work with you to assemble the proper reporting of assets, income, disbursements, and beneficiary distributions to satisfy your fiduciary obligations. If your trust does not have a way to assemble the summary of trust activity, we can provide this service in addition to preparing the income tax return.
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Benefits
How we can help.
- Ensure compliance with IRS and state regulatory requirements
- Plan for the transfer of assets during lifetime and at death
- Manage estate and income taxes
- Achieve your charitable goals
- Preserve wealth for future generations
