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Professional Estate and Trust Services

There are few financial tasks more personal, or with more profound implications, than the planning and taxation associated with estates and trusts. At MJW, we perform these services with a combination of professionalism, empathy, and complete attention to detail. Serving as our client's trusted advisor, we offer comprehensive services in the preparation of:

• The decedent's final individual income tax return
• Fiduciary income tax returns for estates and trusts
• Fiduciary income tax returns for charitable lead trusts, charitable remainder trusts, as well as other entities involved in complex estate planning techniques
• Federal and state estate tax returns
• Court inventories and court accountings to satisfy probate filings

In addition, we can assist in the management of existing estates and trusts by providing related income tax planning services, and by assisting the executor or trustee with administrative duties.