Estate Services – We work with you, your attorney and other professionals to develop the plan and documents to achieve your current and future objectives. We review and analyze your existing estate plan and prepare recommendations to meet your specific goals.
Estate Administration –We are prepared to work with the Executor in all aspects of estate administration and post-mortem tax planning. We can assist in the following areas:
- Preparation of federal and state estate tax returns
- Transferring assets into the estate name
- Establishing cash accounts
- Bill paying
- Record keeping
- Preparation of estate and trust fiduciary income tax returns
- Probate inventories and probate accountings
Inheritances – We assist beneficiaries in tax and financial planning for bequests and retirement plan distributions.
Trust Administration – We advise you on the use of trusts to meet your goals and work with the Trustee to assure that the trust terms are met. We prepare Trustee Accountings and assist the Trustee in financial recordkeeping and decisions involving income tax issues, cash planning and investments.
Document Review – We review your existing or proposed Will and Trust agreements in terms of both estate and income tax implications and make recommendations for considerations by you and your attorney.
Guardianships – We prepare Guardian Accounts for submission to the Probate Court and assist the Guardian in recordkeeping, financial decisions and income tax preparation.
Charitable Trusts – We can assist you in determining if charitable trusts will compliment you estate plan and provide an income stream during your lifetime.
Lifetime Giving – We can work with you to develop a plan of lifetime gifting and explain the use of trusts and other financial vehicles to achieve your objectives. We can complete the required federal gift tax returns.
Financial Planning – We offer personal and retirement financial planning using state-of-the-art computer software, as well as our own expertise, to analyze your current situation and make recommendations towards achieving your financial goals.
For more information on our estate and trust services, contact Wendy Dubois, CPA.