Estate and Trust Tax Returns

No one likes to talk about estates because of the emotional stigma associated with the topic. However, proper planning and implementation can result from knowing that a person’s financial wishes will be carried out some time in the future.

At Steward Ingram & Cooper PLLC, we meet with clients to explain the general concepts of estates and trusts, and ways that the various documents can be used to achieve one’s goals. For example, the use of trusts can protect the details of an individual’s assets from public inspection. They can also ensure that children from a prior marriage cannot be disinherited. We collaborate with our client’s attorney and financial advisor to make sure an estate plan is properly implemented.