Trusts & Estate Planning
We will help ensure that your trusts and estates comply with federal and state tax reporting requirements, and can provide you with planning to minimize your estate and gift tax burden.
Aside from a will, you should review your pension/IRA beneficiaries, trust and estate fiduciaries, and ownership of marital assets every five years to ensure your estate planning continues to be relevant. Many times clients are put in the unfamiliar position of administering an estate when loved ones die. We can assist in working with you and your attorney in accounting for the estate’s assets, financial activity, and ultimate distribution to beneficiaries. Upon completion of the accounting, we will prepare your required trust and estate income tax returns, and assist you with all of your required compliance with federal and state laws and regulations. If you are a trustee or personal representative, please contact us so we can discuss the regulations, rules, and tax laws set forth by the Internal Revenue Code that you might not be aware.
If you would like minimize your estate and gift tax burden, give us a call at 972.547.0800 or email firstname.lastname@example.org.
We would love ensure that your trusts and estates comply with federal and state tax reporting requirements.
Peggy S. Breeding, CPA, PLLC
6951 Virginia Pkwy, Ste 303
The Kastel Building at Adriatica
McKinney, TX 75071