Effective estate and gift planning is essential for the orderly transfer of assets to your beneficiaries, to assure security is provided for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
The term "trust" is used by the IRS as a declaration whereby a trustee, or trustees, take title to the property (estate) of another to protect or conserve it for the beneficiaries. Trust administration includes filing taxes, distribution of assets to beneficiaries and more.
At Kanter Tax & Trust Consulting, Inc. we are specially trained in this area and can guide you through the complex process of getting your financial affairs in order. Whether planning in advance to protect your own assets, or faced with handling the estate of a loved one, you can feel secure knowing your needs are being handled by trained professionals and will receive our personal attention.