Estate And Trusts Taxation

Estates and Trusts Plan

Estate Planning is constructing a plan that confirms who will receive your assets after your death. It also clarifies to whom you would like to hand over your affairs in case you are not in a condition to handle them on your own for any reason.

Currently, estate planning is in demand more than ever.

Although estate tax planning is complicated, we team up with estate planning Attorneys to incorporate your tax planning with estate strategies to devise one synthetic plan that can help ensure that your assets are secure.

Some estate planning strategies are mentioned below:
  • Revocable and Irrevocable Trusts
  • Charitable Trusts
  • Irrevocable life insurance trust (ILIT)
  • Minimizing estate (wealth transfer) tax
  • Maximize estate value
  • Asset protection
  • Minimize or avoid Probate
In addition, we will file the following Estate and Trust income tax returns for you.
Form 1041 – Estate & Trusts income tax return
Form 709 – Gift tax return
Form 706 – Estate tax return
Connect with one of our tax planning professionals now by clicking here – link to mail@accuratetax.net

Get a Free Consultation Today!

We can be your reliable partner as a bookkeeper, accountant and business advisor to deliver you a full range of bookkeeping and accounting services.



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