phoneFairfield 203.333.2228 phoneNew Haven 203.787.6527

Trust and Estate Services

Trust and Estate Services

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

Dear Clients, Business Associates and Friends,

As the coronavirus (COVID-19) continues to affect local communities and global economies, you may have concerns about your financial well-being as well as your business and employees. Or you may be wondering about how recently passed legislation impacts you and your enterprise.

BHCB is still at work, continuing to service the needs of our clients.

Whether you have tax or financial planning questions or need advice on ways to navigate the expanded benefits, we are here for you. If you have any questions or concerns, please do not hesitate to contact us at our respective offices. New Haven – 203-787-6527, Fairfield – 203-333-2228.

During this unpredictable and challenging time, it’s more important than ever to stay connected. We are in this together and our thoughts go out to all who have been impacted by this unprecedented situation.

Rest assured; we are here to help with your questions.

We have also assembled a list of resources to help individuals and businesses through this period.