Estate and Trust Income Tax Planning Preparation Scotch Plains Hoboken NJ
home-hero2

908-322-9055

322 Park Avenue

Scotch Plains, NJ 07076

201-659-5699

625 Washington Street

Hoboken, NJ 07030

centered_logo

Estate and Trust Income Tax Planning and Preparation

The process for effective planning is begun during a series of meetings wherein pertinent financial data is gathered and analyzed.

Our professionals coordinate with our client's appropriately qualified attorney selected to draft such items as wills, life insurance trusts, testamentary and intervivos trusts which might be required to achieve our client's goals.  In conjuction with the attorney, options such as marital and unified credit trusts, QTIP and QDOT provisions, guardianship of minors, trustee selection and retention of wealth within the family unit are thoroughly explored.

 

 

 

 

 

 

In developing retirement tax planning, we focus upon potential tax impact on liquidation and transfer of assets, including  those between spouses and, eventually, to residual heirs.

 

DeFalco & Co. provides ongoing accounting and tax compliance services for estates and trusts, both at the federal and state level.

Close up of calculator Senior couple meeting with advisor Agreement form, pen, and eyeglasses

Estate & Trust Income Tax Planning offered in our two locations, Scotch Plains and Hoboken.

 

Call us Today!