Trust & Estate Planning / Estate Administration

We develop strategies to minimize estate taxes while maintaining your current financial goals and fulfilling your wishes for your beneficiaries. Partnering with the personal representative, attorney, and beneficiaries on the administration of an estate. Our firm works with your beneficiaries to explain the estate administration process and how it impacts them from a personal and financial standpoint. Also, we provide ongoing assistance with trust and estate administration and the preparation of the appropriate tax returns.

  • Tax Preparation (Form 1041 and Form 706)
  • Decedents Final Form 1040
  • Gift Tax Returns (Form 709)
  • Post-Event Planning
  • Guidance Through the Estate Process

We develop strategies to minimize estate taxes while maintaining your current financial goals and fulfilling your wishes for your beneficiaries. Partnering with the personal representative, attorney, and beneficiaries on the administration of an estate. Our firm works with your beneficiaries to explain the estate administration process and how it impacts them from a personal and financial standpoint. Also, we provide ongoing assistance with trust and estate administration and the preparation of the appropriate tax returns.

  • Tax Preparation (Form 1041 and Form 706)
  • Decedents Final Form 1040
  • Gift Tax Returns (Form 709)
  • Post-Event Planning
  • Guidance Through the Estate Process