Safeguarding

the Now

and the Future

Life can be unpredictable. You and your family deserve to have the peace of mind that comes from knowing you have done everything you can to protect and preserve your assets—whether they be bank and checking accounts, an investment portfolio or a family home. Trust, estate and guardianship accounting can be complicated and confusing, but with the right guidance, you can be assured that everything is handled just as you intended.

Our team has the expertise and knowledge to work with you, your loved ones, executors and trustees to assist with trust and estate planning, accounting and tax compliance.

And, if you’re like an ever-growing number of our clients, your needs extend beyond the scope of your own estate. We can also assist you with services such as bill paying for your elderly parents and special needs trust accounting for your children with disabilities.

You have worked hard for your money. You can count on us to help you keep more of it with your family and less of it with “Uncle Sam.”

• Preparation of Federal estate excise tax return (Form 706)
• Preparation of Federal trust and estate tax returns (Form 1041)
• Preparation of Federal gift tax returns (Form 709)
• State income tax returns for estates, guardianships and trusts
• Estate planning
• Trust and estate tax consulting
• Fiduciary accounting
• Special needs trusts
• Estate/life planning
• Eldercare bill paying
• IRA and pension distribution advice
• Surviving spouse and beneficiary planning