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. |
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