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Trusts & Fiduciaries

 

Tax preparation and planning for trusts is a key aspect of preserving, protecting and enhancing your financial legacy.  We offer timely advice to assist you in managing the transfer of your assets in order to minimize tax penalties and to provide lasting security for your beneficiaries.  Our extensive experience in the preparation of trust tax returns allows us to provide a cost-efficient way to ensure your legacy will be carried out the way you want.