Tax Planning

 

As your trusted tax advisor, we will help you develop an estate and trust plan that protects wealth and minimizes the tax burden of all those involved.  Tax Planning  And, while we understand that protecting your assets is crucial to ensuring financial security for you and your loved ones, we also know that estate planning and trust accounting and tax services is not easy and requires specialized knowledge and experience.  With decades of experience,  understands the fiduciary tax laws and is here to help you as a trustee. We offer accounting and tax administration services through a large number of our offices globally, with a smaller number of specialist teams offering dedicated payroll administration services. A trust, which is ordinarily used to transfer wealth to heirs or charitable organizations, is a fiduciary arrangement in which a trustee manages assets for the benefit of third parties. Insurance products, such as life insurance policies, annuity contracts and disability policies, may be used to fund trusts after death. Flexible and customizable, trusts may be drafted to meet the specific intent of the individuals who created the trust and tailored towards the specific needs of trust beneficiaries. They may also be used to minimize estate taxes. Trusts are a key element in a comprehensive estate and wealth transfer plan. Trusts are a primary vehicle used to direct how a person’s legacy is managed and distributed after death. Trusts may be established for minor children, the disabled or to place conditions on how an inheritance can be spent.