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Estate Planning, Trust and Gifts

Our Trust and Estates services offer a full range of services in the areas of estate planning, wealth accumulation, succession planning and valuation services. Together, we work with our clients' advisors, attorneys and financial managers to help properly plan their financial futures. As accountants and advisors, we focus on what will remain with our clients at the end of the day, and we make sure that no portion of wealth is unnecessarily lost to income and estate taxes.

These consulting and advisory services for Trusts, Estates and
Beneficiaries include:
• Income tax planning
• Pre and post-mortem planning
• Succession and estate planning
• Charitable planning
• Guiding fiduciaries with trust and estate administration
• In Addition, Compliance Services for Trusts & Estates include:
• Preparation of gift, trust and estate income tax returns
• Preparation of formal (judicial) and informal accountings
• Preparation of personal income tax returns
• Preparation of charitable trust and private foundation tax returns
• Income, estate and gift tax audits