Financial Planning * Tax Services * Wealth Management
Whether you are an executor/executrix, personal representative, trustee or agent, we work with you and your advisors to address the legal, tax and administrative considerations of settling an estate and transferring wealth.
Our personalized trust service strategy is applied to the revocable, irrevocable and charitable trusts that you may have, or we advise you to set up. Using our tailored strategy, we partner with you to create an appropriate program for your trust’s administrative needs.
All assets, revenue, expenditures, distributions and sales are reflected in our trust accounting statements.
We help facilitate account distributions as requested, whether monthly, quarterly, or on demand.
We manage all tax compliance concerns, including the preparation of required tax returns, estimated tax payment calculations, and tax authority correspondences for your trusts.
Estate settlement is anything but simple.
Organizing financial documentation is overwhelming enough, but many estates have complex asset holdings, business interests, family trusts, real estate, and much more . We strive to help you navigate the complex maze of estate administration.