Estate & Trust Planning
Our estate and trust planning services provide thoughtful tax support for individuals, families, and fiduciaries navigating complex responsibilities. We assist with planning, filings, and ongoing compliance, offering steady guidance that helps address current needs while supporting long-term peace of mind.
Our Services
Estate & Trust Tax Planning
Support with tax planning considerations related to estates and trusts, helping address current needs and future planning discussions.
Gift Tax Planning & Filing Support
Assistance with gift tax considerations and preparation of related filings when applicable.
Estate Settlement Tax Support
Assistance with tax matters during the estate settlement process, including required filings and coordination with other professionals.
Charitable Trust & Planned Giving Tax Support
Assistance with tax considerations related to charitable trusts and planned giving arrangements.
Fiduciary Tax Compliance Support
Support for fiduciaries in meeting tax compliance responsibilities associated with estates and trusts.
Estate & Trust Tax Return Preparation
Preparation of estate and trust tax returns based on information provided, supporting accurate and timely
filings.
Trust Administration Tax Support
Support for trustees with tax-related aspects of trust administration, including reporting and compliance needs.
Wealth Transfer Tax Considerations
Support with tax considerations related to transferring assets between generations or beneficiaries.
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Family Tax Planning Coordination
Coordination of tax planning discussions across family members when estate and trust matters overlap.
Ongoing Estate & Trust Tax Review
Ongoing review and support as estate and trust circumstances evolve over time.