Effective estate and trust planning can ensure financial security for loved ones. At Lanphier, our role is to help clients navigate the complex and shifting tax laws and advise them on how best to minimize the tax liability for beneficiaries. Through our unique advisory-first approach, we take the time to thoroughly and thoughtfully plan with each client and ensure that they are comfortable and understand the tax implications associated with this ever-important tool for the future.
We prepare the annual Form 1041 for both simple and complex trusts, as well as Form 706 for decedents’ estates and Form 709 for annual gift tax reporting. We also prepare Form 3520 and 3520-A for the grantors and beneficiaries of foreign trusts and recipients of foreign gifts.
Contact our firm today to learn more about how we can assist you with trust and estate tax return preparation.