Estate and Trust Planning and Administration
No one knows what the future will bring, yet planning for it is essential to your peace of mind. Whether it is providing for the financial security of a surviving spouse, a college education, and care for a special needs child, or ensuring that the value of your charitable donations is maximized, you can count on SME to devise an estate plan that will preserve your assets and accomplish your goals.
Knowing you and your priorities allows SME’s experienced professionals to utilize all available resources and to formulate a comprehensive strategic estate plan that will best serve your needs.
Business Succession Planning
Business Valuations
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 Accountings for Trusts and Estates
Long-Term Care Planning
Multi-Generational Planning
Post-mortem Planning
Retirement Plan Distributions
Wealth Transfer and Preservation