![]() We can assist you in settling your loved one’s estate. Our team is experienced with estate probate procedures in the Virginia, Maryland, and Washington, D.C. ![]() Each county within a state can have slightly different probate procedures. Each state’s probate process can vary greatly. Speak for your CPA additionally financial advisor. If this resonates with you, we invite you to read and save this manageable checklist of items to help you navigate which exit of the year and your estate planning targets. Settling a loved one’s estate often involves working with the court in one or more jurisdiction. One item this clients frequently mention that remainder unfinished is their estate plan. The administration of estates and trusts can be tricky, and knowing the available elections, distribution requirements, and filing deadlines is essential to proper administration. Our tax preparation professionals have many years of experience in preparing fiduciary income tax returns. We consider post-mortem planning opportunities that may save your estate significant tax. Our professional accountants stay informed on recent legislation regarding current filing requirements. We offer estate return preparation, for both federal and state, when required. Preparation of Estate, Trust and Gift Tax Returns Minimize estate taxes and costs associated with probate.Monitor current changes in tax laws and regulations. ![]()
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