Fiduciary Services

Trust & Estate Tax Preparation

Are you an executor or personal representative for someone who has passed away? Grantor or Trustee for a trust? If so, we can help you stay in compliance with all of your tax filings. 

Estate Planning

We can guide you through the complex process of getting your affairs in order.  By providing effective estate and gift planning, we can ensure the orderly transfer of assets to your beneficiaries. This will provide security for your surviving family members and reduce or eliminate the taxes due on the transfer of your assets.

Gift Tax Preparation

Sometimes the monetary or tangible property we give to others will require a gift tax return to be filed. Whether you are thinking about giving a gift or have already made one, we can help with the tax compliance regarding this issue.