Estate & Trust
Tax Consulting for Trustees and Executors
Trustees and executors play an important role of being fiduciaries for the beneficiaries they represent. When it comes to family trust and estate planning, this includes functions like maintaining accurate records, using proper accounting, and completing accurate tax returns.
We are here to help plan your financial future.
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Solutions for Every Situation
Our team of experts are ready to assist with reviewing and properly determining next steps after a loved one passes away. We also guide fiduciaries and trustees to ensure they are properly accounting for estate/trust income and distributions. We work with the following:
- Simple and Complex Trusts
- Estate Tax Services
- Gift Tax Returns and Gift Planning
- Trustee/Executor Consulting
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