Estates and Trusts

In this complex area of the law we take the novel approach by listening to our clients concerns and needs. We work closely with your attorney, financial advisor as well as insurance agent to develop an estate planning opportunities. We prepare:

  • Estate Tax Returns 
  • Fiduciary Income Tax Returns 
  • Gift Tax Returns 
  • Other administrative services 

The estate administration can be difficult to maneuver and our years of experience can help negotiate elections, provide guidance on distribution rules to help you through the process. With over 80 years collective experience, we are involved in all elements of estate, gift, and trust planning as well as tax preparation.