SERVICES OFFERED

Estate Planning and Administration:

• Providing estate planning, executrix services and consulting services to Executors / Executrixes / Administrators / Trustees

Probate Accounts:

• Providing preparation of Accounts required by Probate Courts or requested by Beneficiaries for Estates, Trusts, Guardianships and Conservatorships.

Tax Planning & Preparation – Federal & State:

• Providing tax planning, preparation and compliance services for the following types of returns:

• Individual Returns

• Fiduciary Returns – Estates, Revocable Trusts, Irrevocable Trusts, Charitable Remainder Trusts, Life Insurance Trusts

• Estate & Gift Tax Returns

• Family Limited Partnership Returns

• Non-profit Returns - Private Foundations