ESTATE & TRUST PLANNING:
We can help you for estate matters. Working with your legal counsel, we can smooth the estate
transition to your heirs. There are several complex matters in estate planning, where accountants,
Legal counsel should work with client and we are here to hear you. Our team can handle all estate
and trust tax related matters.
We counsel clients involved in traditional trust and estate planning to protect their property during life and develop plans for smooth and cost-effective distribution of wealth after death.
At a time when the tax and public benefits laws are in a constant state of flux, flexibility is the cornerstone of competent estate planning. We provide more than just traditional document preparation. We begin with a comprehensive review of financial and family circumstances, an honest discussion of the client’s planning objectives, and a thorough explanation of the tax laws and long-term care programs that will affect a family’s financial security.