Accounting Services for Trusts & Estates

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. A CPA plays a vital role in Trust and Estate Planning. The situation is complex and should involve various advisors, not just an attorney, to ensure you’re compliant and protected from all angles. We will work hand-in-hand with your other advisors and legal counsel to create a plan that you feel comfortable with. 

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Emphasizing the “Planning” Portion of the Process

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. You can rest assured knowing you have an accounting advocate carrying out your intentions.

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

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

Getting The Most Value From Your Trust & Estate Planning Services

Throughout our tenure, we have worked with a number of clients who felt they weren’t getting those most out of their accounting services. This is where we differ from others in the industry. We always take a personable approach to your trust and estate planning because it’s not only the right thing to do, but it also gives us great insight into how we can best serve you. No time or resources wasted. Our experienced and multi-faceted team allows Holbrook & Manter to provide the necessary expertise to go beyond the performance of compliance focused audit by adding value to your engagement while still meeting your compliance needs.

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 Services.