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.
Retirement & Estate Planning
- Assess a clients ability to retire by preparing budgets and projections.
- Assess shifting of income, exercising of options and severance packages prior to retirement.
- Coordinate with an estate attorney to assess the exposure of an individual to estate taxes.
- Address gifting and shifting of assets to minimize estate taxes.