Estates & Trusts

We are a firm of CPA's, and are therefore qualified to help members of the public with their financial and tax concerns.

This work includes helping set up and handle the concerns of estatates and trusts for individuals, families or organizations. This is done in coordination with other professionals, such as lawyers, bankers and insurance agents.

We can help you in a variety of ways, including:

• Tax return preparation, for individuals, estates or trusts and beneficiaries.

• Tax planning and advice, to minimize the taxes paid, for example:

• Does the estate plan take all future taxes into consideration?

• Does the estate plan reserve funds to pay taxes?

• How much gifting should be done to minimize taxes?

• Is the plan up to date with regard to beneficiaries and current legal requirements?

• Financial planning, to preserve wealth and provide for loved ones