We believe in creating a strong working relationship with our clients to determine their specific accounting and compliance needs.

Trust & Estate Planning

The H&M Team is exceptionally experienced in assisting clients with their Trust and Estate Planning and Compliance needs. Our team extends a thorough and compassionate approach to all types of strategies and planning, including pre-mortem (pre-death) and post-mortem (post death), opportunities.

Careful and informed planning is very critical when it comes to Trusts and Estates. Working with our experienced team of CPAs, who are always watching the ever-changing tax laws, will provide you the peace of mind that your assets are passed along and your wishes will be honored.

It would be our privilege to assist you and/or your family navigate through the trust and estate maze with elements such as:

  • Estate gifts,
  • Trust plans,
  • Fiduciary/ Trustee Roles,
  • Succession planning,
  • Charitable trusts,
  • Estate tax returns.

It is our goal to tax efficiently preserve your family wealth and/ or the wealth of your loved ones. Contact us today for more information on our Trust and Estate Planning needs.