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Estate and Trust

There are a number of effective tax planning vehicles to protect your assets, minimize estate taxes, and preserve as much wealth as possible for your beneficiaries. In addition to family limited partnerships, there are numerous types of trusts that can be utilized to avoid probate and secure your assets for future generations. We provide both planning strategies and tax preparation for all of these sophisticated entities.

 
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Family Limited Partnerships
Charitable Trusts
Private Foundations
Irrevocable Life Insurance Trusts
Grantor Retained Annuity Trusts
Tax Planning - Estate & Trust
Estate Tax Returns - State and Federal
Fiduciary Tax Returns
Final Form 1040
Gift Tax Planning and Tax Returns
 



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