Estates and Trusts

When someone passes away, they are required to file a return to the date that they passed. There are other optional returns which can be filed to reduce the estate's tax in certain situations.  We also can advise you about different tax planning opportunities using trusts both during your lifetime and after you pass.

The tax rules are complicated enough when applied for the living, and they are overwhelming for the average person when it comes to properly filing all the necessary returns after your loved one passes.  We help you in your time of need by ensuring that your loved one's final obligations with respect to income tax is looked after in a timely manner.