Estates and Trusts

ESTATE AND GIFT TAX PLANNING CAN BENEFIT YOU AND YOUR HEIRS 

Estate services

  • Federal and state estate and gift tax returns
  • Post mortem estate planning
  • Advanced estate planning and valuation issues for the private business owner

Trust services

  • Fiduciary income tax returns

Our clients appreciate our friendly, caring approach to the estate and trust planning process.

We are qualified to provide guidance to clients in order to help them preserve their assets for their beneficiaries. Due to major tax legislation, understanding the tax implications of estate planning is very challenging. Our experts are educated about these laws and are able to advise clients so that they pay the least amount of tax while preserving their assets.

Let us exceed your expectations. Contact Jill Hedman at (888) 388-1040 to learn more.

Resources

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