Estate planning and trust management are extremely challenging in the current tax and reporting environment, which continues to change and is difficult to predict. It’s critical that estate planning is properly managed and trusts properly administered if they are to have the effect desired by those who put them in motion. At Truster Zweig, we have deep experience with accounting for business succession and working to maximize the financial legacy for estate and trust beneficiaries.
Above all, estates and trusts are a collaborative process. We will work in close conjunction with family members, as well as legal and personal representatives, to develop a plan and structure—including preparing all necessary tax returns—that minimizes estate taxes and takes the plan to its desired conclusion.