Trust & Estate Tax Services

Trusts and estates are a part of many people’s financial plans, yet many people need help with the tax management and tax filings. We have years of experience working with trusts, estates, VA benefits and more, and work with attorneys and advisors to help devise a plan that works for you. Our tax professionals can help you understand when to create a trust, and how it needs to be managed from a tax perspective.

Trust and gift tax

With the new Tax Cuts and Jobs Act it will be more important than ever to discuss gifting. We can assist with coordinating with your attorney and help in the planning part of it. We can work with your advisors and attorneys to determine which trust fits your needs and identify the best way to manage it with taxes in mind.

For estates, the exemption has been doubled, so it’s more important if you have a large estate to consider some gifting. Starting this year, you can gift up to $15,000.

We can assist in preparing various types of trusts

  • Special Needs Trust
  • Family Investment Trust
  • Family Residential Trust
  • Revocable and Irrevocable Trust

Estate tax

Estate Tax Returns can be complex, but we can assist you in determining whether you should utilize the portability election if you are a surviving spouse, and much more. We’re aware of the possible pitfalls to avoid, or options you may be missing out on. Contact us today to discuss how we can work together on your estate taxes.