Estate & Trust Planning
Get guidance on estate and trust planning, inheritance taxes and other specialized filings to protect your legacy and minimize tax impact.
Understanding Estate Complexities
Estate planning involves complex federal estate taxes, state inheritance rules, probate, beneficiary rights, and family considerations—all of which can be mitigated with proper planning.
Trust and Gift Strategies
We assist with living and irrevocable trusts, gift-tax planning strategies, and qualified terminable interest property (QTIP) trusts to reduce your estate's tax exposure.
Tax Preparation and Filing
TaxAdvin calculates projected estate tax liability, prepares IRS Form 706 when needed, coordinates with legal counsel, and plans for smooth transfer of assets.
Support for Executors and Families
We support valuation, liquidity, and probate timelines so executors and families avoid surprises and can manage inherited assets calmly.
Legacy Protection
With TaxAdvin's estate services, you gain access to seasoned CPAs experienced in tax-efficient wealth transfer, compassionate guidance, and future-oriented structuring.