Living trusts have become a popular vehicle used in estate planning to transfer wealth.  The need for tax returns for these entities has increased exponentially as the use of these vehicles has become more common.  Laws vary from state to state regarding filing needs of these entities.   Allow our tax specialists to assist the trustees or successor trustees to prepare the necessary returns and eliminate the hassles associated with trust distribution.

    Our firm offers services designed to assist those trustees who are not familiar with trust administration and distribution.   Our services are rendered in a confidential one-on-one individualized basis to maximize tax savings and expedite the filing and distribution process.  Tailored to the needs of our clients the strategies utilized in this process vary greatly from estate to estate.  Consult one of our advisors for a no-obligation estimate of the cost associated with these services. 

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