Coordinate

If you are seeking to organize your estate and understand the impact of your planning, or you want to start planning, we offer a personalized solution. Our three part solution, as described below, will offer you guidance to plan for ordinary and unforeseen life events and provide clarity about your current and future financial status allowing you to make informed financial decisions.

An Estate Assessment includes:

• An Estate Inventory System logging your vital personal information with your financial records, so you can see what you have in one place. These documents would be crucial if someone needed to step in to assist with your affairs.
  
  

• An Estate Analysis documenting its current value and titling in conjunction with your existing estate planning documents.

• An Estate Flowchart illustrating how your estate plan plays out.
  
  

These items are available individually or as a package.

If you or your loved one needs ongoing assistance, we can help manage daily needs with the following services.

Fiduciary Accounting

As a trustee or executor, you are the primary financial representative for a trust or estate. This role requires specialized fiduciary accounting to monitor incoming and outgoing transactions and provide reporting for beneficiaries. We can team up with you to bring peace of mind by providing the accounting and tax services required.

General Power of Attorney

In the event you have been appointed as a General Durable Power of Attorney for someone who is incapacitated or have the need for an independent party to act as your agent, we can serve in this capacity giving you confidence and security that your financial needs will be followed.

Existing Estate Planning

After the analysis of your current planning, we will provide recommendations to save on taxes, simplify transfers and probate, and provide confidence your wishes will be followed. Knowing changes need to be made is the first step, but implementing them is the important part. We will handle these changes for you or in conjunction with your current advisors.

Bill Paying and Accounting

With your oversight and with security in mind, we will pay the bills and manage cash flow for someone who no longer wishes to manage their day-to-day financial needs or is unable to do so.

Continuity

Comply

If your circumstances have you stepping in to the role as a tax preparer for a deceased loved one for either their final tax return or their estate tax return, it can feel overwhelming. If you are an heir, you will need to understand how your inheritance affects your personal tax situation.

As a small, personal firm, we specialize in the preparation of tax returns for individuals, estates, and trusts. We are easy to relate to and our fees are reasonable.

If your legal team has handled your estate plan but does not provide tax services, we will work closely with your attorney to comply with your tax needs, the tax needs of a deceased person, or an estate or trust.

Income, Estate and Gift Tax Preparation

Today's tax laws are so complicated that filing even a relatively simple return can be confusing. It is very easy to overlook deductions and credits to which you are entitled. Even if you use computer software there's no substitute for the assistance of an experienced tax professional.

If you’re a new or established attorney looking for a CPA partnership, contact us to learn more about how we can help.

Close

Having the role of personal representative (or executor) can be overwhelming and, at times, lines up with personal circumstances that make it even more difficult. We provide compassionate assistance to those designated to administer and close a person’s estate with clear steps and guidance.

Professional Fiduciary

Complex financial situations, families living farther apart, and a need for an unbiased approach when managing finances can be reasons for a professional party to assist. As professional fiduciaries, we are here to make clear, logical decisions supporting an estate's goals. We understand that each financial situation is unique and are equipped to tailor our support to your specific situation.

These tasks may include:

• Identifying the items that need immediate attention

• Coordinating with Social Security and employee pension representatives

• Keeping track of all assets, debt payments, disbursements, and keeping beneficiaries up to date

Trustee

Trusts are great ways to maintain confidentiality and manage inheritances according to specific wishes. However, following the terms of trusts can be complicated. We can manage the accounting and administrative duties and assess if the best tax strategies are being followed. We can also prepare trust tax returns and provide ongoing tax planning to reduce liabilities while observing the trust terms.

Probate Administration

We can administer the probate or help you follow the law and protect the interests of the beneficiaries. We make sure the assets are managed well and distributed fairly, minimizing taxes and wrapping things up quickly.

Connect

We are happy to coordinate with your attorney and other professionals to craft strategies and fund trusts, to reduce taxes, support family and charitable gifting objectives, and protect your legacy.

If you need referrals to trusted competent professionals, contact us for connections to:

• Insurance Advisors

• Medicare Advisors

• Financial Advisors

• Attorneys

• And more…