OUR
FAMILIARITY
with your business and personal
lives makes it possible for us to make a valuable contribution to the
estate and trust planning process.
We work with you and your attorney to produce a unique estate plan tailored to your particular needs. Using revocable and/or irrevocable trusts, family limited partnerships and charitable trusts, among other techniques, we are able to provide estate tax savings that will benefit your heirs.
SERVING
AS
EXECUTORS
AND
TRUSTEES
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"We work with you and your attorney to produce a unique estate plan" |
We serve as executors and trustees for our clients, and we prepare the necessary tax returns for the related trusts and estates. We prepare reports for beneficiaries and the probate court when it is necessary. In addition, we work with attorneys who are executors and trustees, to provide them with our experience in preparing estate and trust tax returns.
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