Services Provided
Estate Administration
Assistance with probate and general estate adminstration.
Marshaling and valuing assets* as of date of death.
Post-mortem tax planning.
Preparation of required Estate and Inheritance Tax returns.
Preparation of Fiduciary and Individual Income Tax returns.
Preparation of informal and formal court accountings.
Calculation of executor’s commissions.
Preparation of final schedule of distributions to beneficiaries.
* Real estate and business appraisals prepared by outside firms.
(Recommendations for appraisers are available upon request.)
Trust Administration
Assistance with general Trust administration.
Preparation of Fiduciary Income Tax returns.
Preparation of periodic and final accountings, informal and formal court accountings.
Calculation of trustee’s commissions.
Preparation of final schedule of distributions to beneficiaries.
Guardianship Administration
Assistance with general Guardianship administration.
Receipt and payment of bills.
Preparation of periodic court accountings.
Preparation of Individual Income Tax Returns.
Individual Income Tax Preparation
Preparation of federal and state individual income tax returns.
Assist clients with income tax planning issues.