Estate Tax Return

After the death of a loved one, filing an estate tax return may be the last thing on your mind. However, there are specific requirements and deadlines in New York State and Federal tax IRS rules that must be adhered to if you are an executor or trustee.

Understanding the tax implications of administering an estate can be complex.  This is why we serve as trusted advisors both during estate planning and after the death of a decedent.  Our experienced staff keeps up-to-date with the latest tax codes, both Federal and New York State, and options to facilitate the orderly transfer of assets and to minimize or even eliminate tax due.  It’s our goal to serve your family through the generations to ensure goals and wishes are fulfilled.

Estate Tax Return Services:

• Estate Tax Advice
• Estate Tax Planning
• Estate Tax Returns
• Transfer of Estate Assets
• Executor and Trustee consultations
• Estate Tax Penalty avoidance and settlement

Please contact us with questions concerning estate tax returns and other filings that may need to be made after the passing of a loved one.