Thomas J. Whale & Company - Trusts and Estates

106 Apple Street - Suite 206

Tinton Falls NJ 07724

phone 732 747-3930

fax 732-747-5081

TRUSTS & ESTATES

Prepare tax returns for various types of trusts, Federal Estate tax returns, State Estate tax returns, and Inheritance Tax returns.
Use estate and retirement planning services to minimize future estate taxes.
Trust work includes working with Credit Shelter, Marital, Life Insurance, Charitable, Children's and other simple and complex trusts.
To consult with executors on information to gather records to keep in regard to the decedents estate.

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