Estate Tax

Estate TaxEstate taxes can consume more than half of your assets, even smaller estates can suffer from devastating tax consequences for failing to plan properly. Our professionals are experts in developing strategies that effectively minimize estate and gift taxes while ensuring compliance at Federal & State levels. We want to help preserve the wealth of your family and ensure a smooth transition of your business and other assets to future generations.

From simple to complex trusts, succession planning and estate and gift return preparation, our services include;

  • Federal and State Gift & Estate Tax Returns
  • Federal and State Estate Income Tax Returns Succession Planning
  • Tax Compliance Services for Estates & Fiduciaries