Estate, Gift and 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 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 trusts
  • Bankruptcy estates
• Estate and gift tax planning – including review of will and trust documents and proper titling of assets and beneficiary designations.