Trust and Estate Services
Have you considered your long-range plans? Have you established financial goals? When did you last have a professional evaluate your tax and estate-based risks? LG Legacy Group’s dedicated team of pro-active tax advisors are committed to long-term relationships. We offer a full range of trust and estate services to help you navigate the complex and often difficult decisions that come with protecting your assets now and for future generations.
This often involves developing income tax efficient plans to help protect and preserve wealth for future generations, plan for business succession or sale, minimize potential estate taxes, as well as charitable giving. Keep in mind that as significant life events occur, such as marriage, divorce, birth of a child, or even significant tax law changes, that your plan may become misaligned with your new goals. For your plan to be successful, it should be reviewed and evaluated to ensure it has the desired effect.
LG Legacy Group’s Trust and Estate Services include:
- Tax Return Preparation:
- Federal and state gift tax returns
- Federal and state fiduciary income tax returns trusts
- Tax Consultation:
- Charitable giving strategies;
- Estate, gift and generation-skipping transfer tax issues
- Complex fiduciary income tax issues
Estate Planning:
- Review and implementation of estate plans
- Review of existing wills and trust agreements
- Consulting on tax impact of estate plans
- Estate Administration:
- Preparation of Federal and State estate tax returns
- Preparation of decedent’s final income tax returns
- Post-mortem tax planning
