Estate/Trust Taxes

Estate: No one wants to discuss the issue of estate taxes. It is a complex issue that many people including some accountant’s don’t want to deal with. We are very knowledgeable in the area of estate planning and preparing the required tax returns in the event of death. This type of planning can be complex depending on your wealth. We coordinate with you and your attorney to plan the most advantageous option for you and your family. Don’t let your family suffer through the legal process after your death without a written plan.

Trusts: Trusts are one of the strongest estate planning tools available. You can control your wealth from your grave with a properly executed trust document. Again, with our knowledge of the tax laws and your attorney’s knowledge of creating the documents, we can save your family taxes when the time comes.

Call us to discuss your estate planning scenarios before it is too late.