Estates and Trusts
Working in collaboration with our client’s estate attorneys and other advisors, we help our clients plan for tax advantaged transfer of wealth to future generations and meet charitable objectives.
Our Estate, Gift and Trust Services include:
- Preparation of all income tax returns (individual, gift, estate and trust) as well as federal and state estate tax returns
- Ongoing income tax planning for estate, trust and beneficiaries
- Analysis of current and future income tax situations
- Estate and Trust Administration, including account reconciliation with banks, investment brokers, etc.
- Tax advantaged estate planning
- IRA planning for tax minimization
- Life insurance planning