Estate, Trust & Gift Services

Accounting and Financial

• Accurate and timely preparation of estate, trust and gift tax returns to make sure you receive all legal deductions that you are entitled to
• Consulting regarding family gifts and the important tax implications that arise to avoid unexpected problems
• Experienced advice about your tax impact when considering the sale of inherited or gifted assets to make sure you pay the lowest legal tax required
• Advice to beneficiaries in the United States and overseas