Estate, Trust and Gift Services
We help you develop strategies to meet your long-term financial goals. We ensure you and your loved ones are protected in every way possible with the accurate distribution of your assets and and by minimizing unnecessary fees or taxes so you loved ones are financially protthat might be imposed on your heirs.
We provide estate, trust and gift services.
- Accurate and timely preparation of estate, trust and gift tax returns to make sure you receive all legal deductions you are entitled
- Consultation 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
