Making sure your assets will be professionally administered is a source of security and peace of mind for you and your family. We help you preserve your wealth for the next generation and make sure your trusts are administered according to your wishes.
Our estate and trust CPA's have specialized experience in estate and gift tax regulations governing trust & estate accounting and tax compliance. We assist executors and trustees including preparing the estate tax, gift tax, individual income tax and fiduciary income tax returns. Working in tandem with the professionals from SVA Plumb Trust Company we also provide trust administration, custody as well as fiduciary and financial services.
Our trust services include: