Estate and trust administration can be confusing and time consuming, requiring technical expertise and up-to-date knowledge of complex laws and regulations. We will listen carefully to your concerns and work closely with you, the executor or trustee, through all phases of the process.
From bookkeeping or a single tax return to complex research and analysis, we will provide the expertise, resources, and attention to detail to get the job done right and reduce your burden. Estate and trust administration services may include one or more of the following:
- Bill paying
- Bookkeeping and accounting
- Tax return preparation
- Estimated tax payments
- Consulting regarding distributions
- Consulting for beneficiaries
- Asset research and investigative accounting
We keep abreast of current tax laws to minimize your tax liabilities and maximize your future opportunities, so will provide you with timely, accurate tax services including:
- Estate tax returns
- Gift tax returns
- Income tax returns for estates and trusts
- Tax consulting for beneficiaries
We will work together with your attorney and other advisors to coordinate resources and provide consulting and analysis on a variety of estate and trust administration issues including:
- Tax matters, including elections
- Beneficiary distributions
- Principal and income allocations
- In-kind distributions
- Asset preservation and liquidation
- Trustee and executor duties
When you work with us, you can be assured that your estate and trust administration will be performed with the highest level of professionalism, confidentiality and attention to detail.
