Estates & Trusts

Protecting What's Precious

Expert Guidance Makes Things Easier

Dealing with finances and tax compliance after the death of a loved one can be intimidating and stressful. Our passion is in helping families handle these tasks so that they can focus on regaining equilibrium after a loss.


There is a network of support that gathers around you in a time of need. We see ourselves as an essential, non-intrusive, part of that network. We respect the professional relationships you already have such as attorneys and investment advisors, and can either be a “team captain” or a “team player,” depending on your needs.


Putting our Heads Together

We take our responsibility as part of your support team very seriously. We’ve found the most inspiring moments in our practice are when a client says, “I’m so glad I found you; I never could have done this without you. I felt confused and overwhelmed, but now I feel like we have a plan.”

Prudent planning can ease financial burdens in difficult times. We’ll help you meet your tax obligations sensibly and responsibly.


  • • Preparation of final personal income tax returns, including properly allocating income to the appropriate tax entity.

  • • Minimizing income tax liabilities and administrative costs through careful planning.

  • • Preparation of fiduciary income tax returns for estates and trusts.

  • • Optimization of final personal income tax deductions, losses and carryovers, and minimizing taxes by making special elections.

  • • Planning for the decedent’s former home to minimize tax liability.

The nuts and bolts of estate planning – organized, itemized, and explained. We know, so you don’t have to.


  • • Preparation of Federal and State tax returns.

  • • Preparation of fiduciary income tax returns for estates and trusts.

  • • Review of Federal Estate Tax Portability Election, Qualified Disclaimers and Marital Deductions to minimize estate taxes.

  • • Tax valuation of inherited assets such as securities, and coordinating appraisals of real estate and other assets.

  • • Assistance to clients and attorneys with probate related matters.
The focus of being a beneficiary should not be the burden of complex tax regulations and incomprehensible fine print. Benefit from our experience.


  • • Assistance with preparation of personal income tax returns for beneficiaries dealing with tax consequences of inheritances.

  • • Assistance to beneficiaries to optimize the distribution of retirement plans for the best long-term result.

  • • Optimizing fiduciary distributions and the payment of estate and trust expenses to minimize income taxes of beneficiaries.

  • • Coordination with financial advisors to record correct tax basis of inherited property.

  • • Working with beneficiaries to review the impact of inheritances on income taxes, retirement plans, financial aid and other personal circumstances.

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