Estate and Fiduciary Tax Planning
We prepare gift tax returns (Form 709), death tax returns (Form 706) and fiduciary tax returns (Form 1041) for individual and family trusts.
Estate tax law is intriguing but can be very complex. We stay informed of current estate tax law and apply what we know to maximize the best outcome for you and your family, before and after death. We act as a liaison between you and your estate or trust attorney. We prepare court accounting of estate income and expenses as required during the probate process. We take the challenge of this stage of life and make it unchallenging. We provide a level of comfort when things become uncomfortable.