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Tax

Estate, Trust & Gift

The estate, trust and gift area of tax planning and compliance involves protecting your assets and preserving your wealth. Trusts must be created by attorneys and we recommend consulting with an attorney for the preparation of your will. Our estate, trust and gift team members work closely with your attorney in carrying out your personal financial plan by making sure your assets are transferred to your intended recipients while you are living as well as upon your death. We also provide tax compliance services for your estate, trusts and gifts.

Our estate, trust and gift services include but are not limited to:

  • Fiduciary, estate and gift tax return preparation
  • Consulting, compliance and research
  • Charitable gift planning
  • Estate planning

To learn more about our estate, trust and gift tax services contact Susan Bowie, CPA.