Trust, Estate, Notary & Fiduciary Services
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
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Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
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Fiduciary Accounting
While the premises generally remain the same, bookkeeping for special entities like Trusts and Estates differ vastly from the needs for businesses and individuals. On top of keeping track of the transactions within the accounts, one also has to be aware of how to code expenses, when those expenses are deductible, and keep track of distributions to the beneficiaries. Often, the regulations by states for fiduciaries, especially Special Needs Trusts, are quite strict and must meet special guidelines and directives. Our firm is well experienced to handle these accounts for executors and successor trustees.
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Fiduciary Services
There are a number of ways we can assist successor trustees and executors settle estates and trusts. Please contact us for more information.
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