Over the years I have helped executors, clients and their professional team navigate through the complex tax and legal concepts of estate and trust administration. The process involves identifying assets, setting up proper records, following accepted procedures and compliance with ongoing legal and tax requirements. Mistakes and missing deadlines can be very costly. I can help relieve the burden of trying to learn these concepts, processes and procedures which may be overwhelming during an already difficult time.
Estate and trust administration can be time consuming and nerve wracking. I can relieve this stress by helping you;
- Review estate documents such as wills, trusts and beneficiary designations
- Advise on the best procedures for estate set up and probate
- Set up and maintain proper record keeping systems
- Reduce the burden of estate taxes
- Prepare federal and state tax returns
- Help avoid costly mistakes
