Estate, Trust & Inheritance Tax Preparation Services

Our Certified Public Accountants will advise you of any income tax issues of estates and trusts or state inheritance and form preparation issues, including filing requirements and line-by-line explanations of Form 1041.

We will help you understand estate planning and issues related to federal tax planning as well as examining documents relevant to estate preservation and advise methods of providing for children and the spouse.

Tax Preparation Services Include:

  1. Inheritance and death tax states, applicable rates, and tactics that may be used to minimize them.
  2. Provisions needed in a will.
  3. When a trust is needed for children.
  4. Durable powers of attorney for financial matters and health care.
  5. Asset protection strategies.
  6. Titling assets effectively.
  7. Avoid loss of capital and passive losses at death.
  8. Elder care planning.
  9. Special circumstances: Annual exclusion, gift-splitting, gifts to minors, and gifts for educational and medical benefits.
  10. Overview of estate tax concepts.

Unlimited Consultations

We are always available to spend time with you, so feel free to contact us whenever you have a question or concern about your accounting, tax or financial planning needs.

Back to top ↑

Certified Public Accountants | 1200 Bustleton Pike | Suite 3 | Feasterville, PA 19053 | 215-322-2664 | Site Map