Estates and Trusts Group
Professionals in our Estates & Trusts Group devote over 95% of their time providing trustees, executors, business owners, and other clients with tax planning and consulting services; business succession planning; formal and informal court accountings; and fiduciary tax preparation services.
Why choose Insero?
Here is a brief description of the services we provide:
Tax Planning & Consulting
Estate Planning - Includes reviewing wills, preparing written recommendations, and computing tax projections.
Gifting - Includes developing and implementing charitable giving strategies and wealth transfer strategies to family members.
Fiduciary Income Tax Planning - Includes reviewing trust instrument and preparing written recommendations and opinions.
Recommendations regarding funding of buyouts, including tax analysis of Buy/Sell agreements.
Analyze tax ramifications of proposed transfers.
Determine accurate valuation strategy of your business.
Provide formal Surrogate Court accountings.
Prepare informal Trust & Estate accountings.
Determine beneficiary allocation.
Preparation of Federal & State Fiduciary Income Tax Returns.
Preparation of Gift Tax Returns & Estate Tax Returns.
Decedent's Final Tax Returns.
To learn more about how to experience a better service model, contact us today.
Client Service Team