Trust Tax Preparation
Ensuring your loved ones are taken care of is our main goal!
Managing trusts, trust tax preparation and filing appropriate returns can be a complicated business.
We understand both the big picture –the reasons for creating trusts in various situations and the tax implications in each case – and the details of proper administration, which relies on understanding numerous rules and filing deadlines.
Your decendent’s estate needs proper management, as do domestic and revocable trusts, and much more.
We’ll walk beside you through it all, ready to minimize both difficulty AND cost!