Estate & Trust Tax Preparation — Preserve, Protect, Enhance Your Legacy
Estate and trust tax planning isn’t just for the ultra‑wealthy — it matters for anyone with a spouse, children, business interests, or assets to pass on. We help clients protect assets, reduce tax burdens, and create plans that ensure wealth transfers the way they intend.
Our approach
- Collaborative planning: We work with you, your investment advisors, and your attorneys to build a long‑term estate plan tailored to your goals.
- Fiduciary expertise: Experienced tax professionals who understand complex fiduciary and trust tax laws.
- Up‑to‑date guidance: Continuous monitoring of tax law changes that affect estates and trusts.
Services we provide
- Trust income tax returns (Form 1041) and trustee support
- Estate tax returns (Form 706) and related filings
- Gift tax returns (Form 709) and gifting strategies to minimize taxes
- Asset allocation among spouses, children, trusts, and charities
- Trust administration support and fiduciary accounting assistance
- Business succession planning and tax‑efficient transfer strategies
- Review of existing estate plans to ensure alignment with financial goals and current law
Why it matters
Proper estate and trust tax preparation reduces probate complexity, minimizes taxes, preserves family wealth, and gives you and your beneficiaries financial certainty.
Ready to get started?
If you need help with trust or estate tax returns — or want to build a plan that protects your legacy — contact us today using the form below or call to schedule a consultation.
