Estate & Trust Income Tax
We understand the responsibilities facing a fiduciary for the various details of tax planning and preparation for estates & trusts. We work as a team with your estate attorney to educate you and simplify the process.
We determine if a fiscal year should be selected for optimal tax results.
We prepare the decedent’s final individual income tax return and prior years’ returns that may not have been filed or are in collection.
We prepare estate and trust income tax returns.
We advise the executor or trustee what to expect during the process.
We inform beneficiaries of the tax impact of distributions and their timing.
We provide strategic tax planning for termination of the estate or trust to minimize beneficiary tax liability.
“I was so happy I met Christine at a networking event. I referred her to my mom. After my dad passed she was so worried about every detail. Christine connected her to estate planning experts and we worked with Christine to understand everything from a financial standpoint. My mom has great peace of mind now and so do we.”
Trustee