Estate/Trust Planning and Tax Preparation
A carefully prepared estate plan will allow you to achieve many goals. Ensure the financial security of your family; determine what should be left to children, grandchildren and beyond, and how their inheritance should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; empower a reliable executor or trustee to invest and manage the assets of your estate. Our estate planning services include management, gifting, and estate transfer tax, plus extensive services to balance tax exposure and protect non-traditional assets. Our staff has specialized training and experience in preparing Federal and State estate tax returns, fiduciary income tax returns, and gift tax. In addition, Dickey and Tremper, LLP provides trust accounting services tailored to meet your specific needs.