Estates and Trusts

In life, two things are certain... DEATH AND TAXES. Good news, SME CPAs is here to help with both. No matter the size of your estate, everyone needs an estate plan. An estate plan ensures your assets go to heirs as desired and they are able to manage them in a cost-effective and tax-efficient manner. Whether it is providing for the financial security of a surviving spouse, care for a special needs child, or ensuring the value of your charitable donations is maximized, you can count on SME to devise an estate plan to preserve your assets and accomplish your goals.

Using an information gathering process and working with other advisors, such as your investment advisor and your attorney, we can recommend reasonable solutions and provide you with peace of mind.

  • Business Succession Planning
  • Charitable Giving Planning
  • Estate and Gift Tax Planning
  • Executor Assistance
  • Federal and State Estate Tax Returns
  • Fiduciary Income Tax Returns
  • Gift Tax Returns
  • Insurance Analysis
  • Judicial and Non-Judicial Fiduciary Accounting for Trusts and Estates
  • Long-Term Care Planning
  • Multi-Generational Planning
  • Post-mortem Planning
  • Retirement Plan Distributions
  • Wealth Transfer and Preservation
  • * Required