Establishing an estate or trust can be a complex and overwhelming process. Our tax attorneys and Certified Public Accountants have the experience and expertise to guide you and build a plan that is tailored to your needs. We focus on your specific situation and construct the right estate and trust for you. Our estate planning tools include:
• Family Limited Partnership • Charitable Lead Trust • Charitable Remainder Trust • Qualified Personal Residence Trust • Grantor Retained Annuity Trust • Intentionally Defective Grantor Trust • Irrevocable Life Insurance Trust
Our estate services include:
• Tax planning • Filing of estate tax forms • Representation before the IRS for tax examinations • Preparation of state and federal income tax returns • Post mortem tax planning • Final 1040 for decedent
Our trust services include:
• Tax planning • Preparation of state and federal tax returns
Don’t let just anyone plan and build your estate or trust, make sure to hire competent professionals with the experience to give you the best possible advice.