Trusts & Estates

Today's trust, estate and inheritance tax laws are complex and can be difficult to navigate. Professionals that can guide you during these changes in your life are beneficial. No matter the type of trust - from revocable living trusts to family trusts - we can provide guidance based on your goals for the trust funds.  

  • Inheritance tax returns
  • Annual accounting for trust funds 
  • Annual tax returns for trust
  • Trust formation consulting
  • Annual accounting for estates 
  • Annual tax returns for estates
  • Will formation consulting