Trust and Estate Services

Trust & Estate Tax Services
Protecting and preserving wealth for future generations requires thoughtful planning and expert guidance. Our Trust and Estate Tax Services provide comprehensive support to individuals, families, fiduciaries, and advisors, helping you manage obligations today while planning for tomorrow.

Tax Compliance
We handle the preparation and filing of complex federal and state trust and estate tax returns (Forms 1041 and 706), ensuring full compliance with current tax laws and minimizing the risk of penalties.

State Tax Filings
Each state has its own rules for trust and estate taxation. We navigate the nuances of multi-state requirements, including income allocation, residency considerations, and filing thresholds to ensure compliance across jurisdictions.

Gift Tax Returns (Form 709)
Whether you’re making annual exclusion gifts or large lifetime transfers, we prepare and file Gift Tax Returns with accuracy and care. We also help you document gifts properly to preserve lifetime exemptions and avoid unnecessary scrutiny.

Estate Planning Support
Working alongside your legal and financial advisors, we provide tax-focused insights to help structure your estate plan efficiently. From generation-skipping strategies to charitable giving and trust planning, we tailor solutions that align with your legacy goals.