Trust and Estate ServicesOnce you have established a trust or you are an executor of an estate, we can assist with making sure all requirements of trust are met. We will prepare the required federal and state income, gift and estate tax returns. Where needed,w we can prepare any reauired accounting reports needed by the trustee or executor.
We are also available to advise on applying financial requirements of the trust or will. We can also provide valuable input on trustee and executor selection and other important decisions.
