Professional CPA Services for Estate and Trust Planning
Are you searching for a trustworthy CPA firm to handle your estate and trust concerns? Since 1985, Chapman & Chapman CPAs, a family-run CPA company in Georgia, has been providing clients with estate and trust services. We can assist you with all elements of estate and trust planning, administration, and taxation since we have the knowledge and experience needed.
Estate and Trust Planning
One of the most vital things you can do is to plan for the future of your loved ones. But it might also be difficult to understand. To help you through the process, you need a reliable partner like Chapman & Chapman CPAs. We can assist you in drafting an estate plan that complies with your wishes, safeguards your assets, reduces taxes, and circumvents probate. Also, we can help you set up trusts for a variety of reasons, including charitable giving, meeting particular needs, or asset protection.
Estate and Trust Administration
It's possible that you'll have to manage a loved one's estate or trust after they pass away. If you are unfamiliar with the legal and tax requirements, this task may seem overwhelming and time-consuming. The estate and trust administration services offered by Chapman & Chapman CPAs include the completion of Form 706s, accounting for trust and probate matters, the distribution of assets, and the closing of accounts. We may also deal with any disagreements or audits that may come up throughout the procedure.
Estate and Trust Taxation
Dealing with the tax implications is one of the most difficult components of estate and trust administration. You could need to submit different federal and state tax returns, such as income tax, gift tax, estate tax, or generation-skipping transfer tax, depending on the amount and makeup of the estate or trust. Also, you might need to declare the beneficiaries' share of income or deductions or pay taxes on their behalf. In order to stay within the law and take advantage of any tax-saving options, Chapman & Chapman CPAs can assist you with all facets of estate and trust taxation.
Contact us today at (478) 987-4994, and let's explore how we can assist you.