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Estate and Gift Tax Planning and Return Preparation

     The importance of planning one's estate cannot be overstated. Many families have been devastated by the result of ineffective estate and gift tax planning. The estate and gift planning process includes coordination between the client, attorney, accountant, and other advisors. We strive to keep the client's needs foremost when dealing with all parties involved with this process. Our desire is to obtain for the client the maximum benefits possible from the estate planning process. The well planned estate can result in substantial savings of both income and estate taxes. Our goal is to provide you with sufficient knowledge of the estate and gift tax rules so you and your family can retain the maximum amount of your assets now and in the future.

     When the estate plan is implemented, various tax returns may be necessary. The required Federal filings may include gift tax returns (Form 709), estate tax returns (Form 706), and fiduciary returns (Form 1041, 1041-A, or 5227). We are equipped to handle all of your needs in filing these Federal (and all related State) returns.