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Estate & Trust taxes & Planning
Without a doubt, estate planning is best done with the help of a team of professionals working together. Some key players for an estate planning team include attorneys, investment advisors, insurance agents, bank trust officers, and CPAs. The attorney’s role centers around preparing wills and, in many cases, trust agreements. Our role consists of suggesting planning techniques consistent with the objective of minimizing transfer costs (federal estate taxes, state inheritance taxes, and fees and expenses).

Expert Advice and preparation of Estate & trust Taxes

How Can We Help?
We can advise how to reduce the chances of owing estate taxes as well as what the tax impact of various choices might be to your heirs. An attorney can help set up trusts, but we will assist in ensuring you follow the tax rules, understand and file proper tax forms, and use the right type of trust. Not all estate planning activities happen within your will or trust. Many people also find that making some smart moves now will help everyone down the line. We will develop a relationship with the executor so that the executor has someone to turn to with questions.
Planning & Preparation
We will bring our knowledge of taxes to the table to ensure you create a proper estate plan. Thanks to this intricate knowledge of taxes, we will be able to tell you the tax implications of every decision you make. This will help you ensure that your estate plan minimizes the taxes and maximizes the portion of your estate that will be passed down to your beneficiaries.
Services We Offer
Our firm provides preparation of federal and state estate, gift, and trust tax returns. We will work closely with your legal counsel to ensure all estate, gift, and trust income tax planning issues are addressed and all required tax returns are filed.

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