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Estate & Trust

Estate & Trust

The best benefit is peace of mind.

Estate & Trust

We provide the full gamut of services in the estate and trust arena. First and foremost, as the trusted financial and tax advisor for our clients, we help clients plan and implement strategies to safeguard protecting their assets and assuring the proper transfer of assets to their intended beneficiaries. We work closely with our clients and their estate attorney to accomplish these goals. The following are some of the services we can provide:

  • Advise on estate planning issues such as transfer of assets to trusts for asset protection, estate tax reduction and probate avoidance
  • Help optimize gifting strategies to reduce estate taxes
  • Interface with clients’ estate attorneys on all matters of estate and trust administration
  • Prepare decedent’s Estate Tax Return (Form 706)
  • Prepare Fiduciary Tax Returns for estate and trusts (Form 1041)

The best time to plan your estate is now.

None of us really like to think about our own mortality or the possibility of being unable to make decisions for ourselves. This is exactly why so many families are caught off-guard and unprepared when incapacity or death does strike. Don’t wait. You can put something in place now and change it later…which is exactly the way estate planning should be done.

The best benefit is peace of mind.

Knowing you have a properly prepared plan in place - one that contains your instructions and will protect your family - will give you and your family peace of mind. This is one of the most thoughtful and considerate things you can do for yourself and for those you love.

If you'd like to find out more information about estate planning, contact Meepos & Company, CPAs today.