With the aging population, we are now offering extended services by assisting our clients and their families with the tasks involves in the administration of living and testamentary trusts, lengthy probates, and the resulting estates. To ease and ensure an efficient transfer of assets, we work with you to formulate an estate plan, to educate your family members if desired, and to implement the plan when required.

We offer management services during the estate process by monitoring the investments of the assets, paying the bills and performing the required bookkeeping. We prepare the trust income tax returns, the gift tax returns, estate tax returns, and final analysis of the assets owned by the estate. We can assist you or your heirs in accumulating the data needed to file the necessary reports and work closely with your attorney in making the transfer of assets as comfortable as possible for all concerned.

| Income Tax Preparation | Financial & Tax Planning | Business Management | Audits for Non-Profit Corporations |