TRUSTS AND ESTATES

We See the Details.

Income tax laws are not always straight forward, and never so much as in the year of death. Let us help you navigate this difficult time. We prepare the final return up to death, the trust return after death, executor’s compensation, and filing requirements for the clearance certificates.

In the year of death, the rules are applied differently if there is a surviving spouse, or beneficiary on title with certain assets. As the executor, you are responsible to ensure the government filings are done correctly. Come see us and put your mind at ease knowing just that is happening