Estate, Gift & Trust
Based on your objectives, BCS can help you tailor a plan according to your needs. Whether you are looking to pass along your assets to particular persons, or looking to minimize your overall tax burden for your estate, we will be able to help you achieve those goals.
Services we offer:
Estate and Inheritance Tax Returns
- Federal and State
Gift and Generation Skipping Tax Returns
- Federal and State
Preparation of Federal and State Fiduciary Income Tax Returns for
- Simple and complex irrevocable trusts
- Grantor trusts
- Charitable remainder/split interest trusts
- Cemetery/funeral trust
- Bankruptcy estates
Estate and Gift Tax Planning Including Review of
- Will and trust documents
- Proper titling of assets
- Beneficiary designations
