Estate and Trust Planning
The Estate and Trust Team of Kerkering Barberio is involved in all aspects of developing estate, trust and gift plans for their clients. Our goal is to integrate current income tax planning with your estate tax plan, keeping in mind that there are aspects of estate planning that are not tax driven. We have a wealth of experience assisting clients with the most important decisions for their future and their families' future.
- Estate and Gift Planning
- Estate and Gift Tax Returns
- Fiduciary Accountings
- Fiduciary Tax Returns
- Trust Formation and Tax Planning
- Trust Tax Returns
- Representation before the IRS
Please contact one of our Estate and Trust Shareholders, Barbara Jones or Shirley Irons Faist, to help you with any of your estate and trust planning needs.
Resources
Are You Confident of How Your Assets Will be Distributed at Your Death?
Articles
Estate Planning Stategies Guide
