Estates & Trusts
Estate & Trust Planning
Protecting Your Legacy, Minimizing Taxes
Estate and trust matters can be complex — but with the right guidance, they don’t have to be overwhelming. At Accounting Portfolios, Inc., we work closely with individuals, families, and their legal counsel to help structure estate plans that reduce tax burdens and ensure a smooth transfer of assets to heirs.
Whether you're planning for the future or handling the estate of a loved one, we offer compassionate, professional support through every step.
Our estate and trust tax services include:
Coordination with your estate attorney
Preparation of estate and trust tax returns
Strategic planning to minimize estate taxes
Income distribution planning for beneficiaries
Assistance with fiduciary accounting and reporting
Year-round availability to answer questions and handle filings
Your Trusted Tax Partner
Proactive estate and trust planning can provide peace of mind for you and your loved ones. Let us help you manage the financial responsibilities and tax complexities — so you can focus on what truly matters.