Our Role in Estate Planning
While estate planning documents are drafted by attorneys, effective estate planning requires coordinated tax and financial insight. We help clients understand how planning decisions affect taxes, cash flow, and long-term family goals.
Our estate planning support includes:
- Review of estate and trust structures from a tax perspective
- Analysis of gifting strategies and potential tax exposure
- Coordination with legal counsel on planning decisions
- Planning for income, estate, and gift tax considerations
- Evaluation of charitable giving strategies and timing
- Guidance on beneficiary designations and asset alignment
Our goal is to help ensure that estate plans function as intended when implemented.
Estate & Trust Administration Support
After a death or triggering event, estates and trusts often require ongoing financial and tax oversight. We provide practical support to executors, trustees, and families navigating these responsibilities.
Administrative & Tax Services
- Preparation of estate and trust income tax returns
- Coordination of final individual income tax returns
- Assistance with gift and estate tax filings, when required
- Calculation of distributions and income allocations
- Basis and valuation support for inherited assets
- Tracking income, expenses, and distributions
Advisory & Coordination
- Guidance for executors and trustees on financial responsibilities
- Coordination with attorneys, investment advisors, and institutions
- Support responding to IRS or state inquiries
- Assistance with recordkeeping and reporting requirements
- Ongoing consultation throughout the administration process
We help reduce confusion and provide structure during what can be a difficult time.
Who We Commonly Work With
We regularly support:
- Individuals planning for future wealth transfer
- Executors and personal representatives
- Trustees and successor trustees
- Beneficiaries of estates and trusts
- Families with multi-generational planning needs
Many of our estate clients already work with us for tax preparation or planning, allowing for continuity and familiarity when matters arise.
Common Situations We Assist With
Clients often seek our help when:
- An estate or trust requires ongoing tax filings
- Multiple beneficiaries or asset types are involved
- There are questions around distributions or tax reporting
- Prior planning did not fully account for tax consequences
- Recordkeeping or reporting feels overwhelming
Our role is to bring clarity and confidence to the process.
How Estate Services Connect to Our Other Offerings
Estate planning and administration frequently intersect with:
- Individual Tax Preparation for final and ongoing filings
- Tax Planning & Consulting for proactive structuring and timing
- Family Office Administration for families with complex assets or multi-entity structures
We help ensure these services work together, not in isolation.
Our Approach
Clients value our:
- Thoughtful, steady guidance during sensitive situations
- Clear explanations of complex tax rules
- Responsiveness and coordination with other advisors
- Long-term perspective on family and legacy considerations
We focus on helping families make informed decisions and avoid unnecessary complications.