Regardless of the size of your estate, creative tax planning and structure can preserve your wealth for the benefit of your children and other heirs.
Beers, Hamerman, Cohen & Burger’s Trust and Estate professionals can help you understand and navigate through complex matters. Our Trust and Estate tax and administrative services include:
- Review of your wills and trust instruments together with your schedule of your estate assets and their titling
- Consulting with attorneys, executors and beneficiaries to help minimize estate taxes
- Assisting executors in navigating through the estate administration process
- Preparation of Federal estate tax returns (Form 706) and applicable State inheritance/estate income tax returns
- Preparation of judicial (probate) and non-judicial fiduciary accountings for estates and trusts
- Providing guidance in identifying assets to be included in an estate
- Preparation of Federal and State gift tax returns
- Preparation of Federal and State fiduciary income tax returns and related tax planning