Trusts

  • Trusts – Setting up a living trust is a popular strategy for families to protect their assets and facilitate a smooth transition to their beneficiaries after death by avoiding costly Probate court. When that difficult time comes, we work with the executor and make sure that all items on the checklist are taken care of and we prepare form 1041.
  • We handle other types of trust as well such as the Charitable remainder trust, Grantor trust and more.