ESTATE, GIFT & TRUST

Keeping individual objectives in mind, plans regarding your estate can be tailored to specific needs. Whether you are looking to pass along assets to particular persons or looking to minimize the overall tax burden for your estate, BCS can assist you in achieving these goals. We will partner with your attorney, trust service provider and financial advisor to create and implement a plan tailored to your specific needs and objectives.

TAX COMPLIANCE SERVICES

  • Estate and Inheritance Tax Returns
  • Gift and Generation Skipping Tax Returns
  • Fiduciary Income Tax Returns for
  • Simple and Complex Irrevocable Trusts
  • Grantor Trusts
  • Charitable Remainder/Split Interest Trusts
  • Cemetery/Funeral Trusts
  • Bankruptcy Estates

ESTATE PLANNING, IMPLEMENTATION & ADMINISTRATION

  • Identify and analyze wealth preservation goals and estimate estate tax
  • Review of current estate plan including wills and trust documents
  • Communications and assistance to surviving family members and beneficiaries
  • Assistance with implementation of the estate plan, including postmortem tax planning