Estate and Trust Management

In addition to preparing fiduciary tax returns and estate tax returns, our firm provides the following services:

Probate administration – We assist executors/administrators with all aspects of probate administration to include:

• Preparing the Probate tax return
• Filing the affidavit of notice
• Filing the inventory
• Calculation of distributions
• Filing of Accounting
• We can serve as executor/co-executor of your estate and handle the entire process thus eliminating stress and conflict among surviving family members.

Estate Planning – Estate taxation is extremely complex and failure to properly plan can have devastating tax results for your beneficiaries. Let our professional team help you update or develop an Estate plan to help minimize taxes, maintain privacy and reduce stress for you and your loved ones. We can work directly with your attorney or can recommend an experienced Estate attorney to provide legal advice and preparation of all legal documents.

Trust Services – In addition to preparation of annual tax returns our firm can assist in trust administration. We can maintain the accounting records for your trust and prepare all required administrative filings for your trust. We can serve as Trustee for your trust. This can eliminate stress and conflict among the beneficiaries and ensure full compliance with the terms of the trust.