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Estates and Trust Issues
What are the new tax rate changes for trusts and estates? How does this new tax environment impact planning for estates, trusts, and their beneficiaries? What are the implications of generation-skipping transfer taxes for trusts and estates? Need an accounting in the format required by the Courts for probate estates, trusts and conservatorships? Are you or your loved one unable or unwilling to pay bills, reconcile checks or maintain financial records? Have you reviewed your estate plans in the last ten years? You can talk to me about anything -- I've heard it all and I've done it all. Let me know what's on your mind. 
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Michael Hoffman, CPA |
The challenges of estate planning for blended families When you need your accountant at a probate appeal Trust administration standards and practices How to transfer assets into a living trust |
