Effective estate and trust planning can ensure financial security and maintain a smooth succession of ownership. We navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of the beneficiaries. We help the trustee or an executor to understand how the tax process and tax law applies to their situation and give our advice to handle the affairs of the estate or trust. We provide accounting services, including consulting and preparation of fiduciary income tax and estate and gift tax returns.
