The
Professionals at EPR are fully qualified to assist and advise
in all matters relating to estate planning and administration.
Services include planning to minimize probate fees and taxes
payable on death, structuring estate freezes, reviewing and
advising on potential uses of trusts, will planning, and trust
administration.
A
key administrative responsibility is the preparation and filing
of annual Trust/Estate tax returns and elections. The Trust
return accounts for the distribution of income to beneficiaries,
and taxable income or liability of the estate. Executors can
be held personally liable if found negligent in the administration
of the trust. Equally significant are the tax savings that
can be gained through effective planning and application of
tax regulations by an EPR Estate and Trust professional.
EPR
also provides trust bookkeeping and accounting, preparation
of Trust financial statements, Date of Death and final Clearance
Certificates, and Trusteeship.
Estate
Planning is an integral element of a comprehensive personal
financial plan. Our experienced professionals can develop
and implement tax strategies for achieving minimum tax liability
and maximum estate value.
back
