Tax, Trusts and Estate Planning

We provide a wide range of estate planning services that range from simple wills at a very reasonable rate to the most sophisticated estate plan.

For a decedent's estate, we are able to handle all of the required work, including probate filings, distribution of assets, estate tax filings, notice to creditors, and inventories. We might be engaged to handle all of the matters of an estate or only the most complicated matters such as estate tax returns or the drafting of a Final Account. Almost every estate has one or more tax issues that can best be resolved with the advice of a professional. 

The types of estate planning documents that we draft include, but are not limited to, the following:

Wills and Trusts

  • Simple Wills
  • Wills and Trusts for Minor Children
  • Living Trusts to avoid probate 
  • Wills with Trusts for adult children 
  • Life Insurance Trusts 
  • Special Needs Trusts 
  • Estate Planning Trusts (Credit Shelter Trusts) 
  • Charitable Reminder Trusts 
  • Marital Trusts (QTIP Trusts) 
  • Qualified Domestic Trusts (for non U.S. Citizens)

Every estate plan, from the simplest to the most complex, should include the following:

  • Health Care Powers of Attorney 
  • General Powers of Attorney (Durable) 
  • Living Wills

Included in our estate and trust planning services we provide the following tax preparation services:

  • Federal and Local Trust Tax Preparation 
  • Federal and Local Estate Tax Preparation