Estate Administration & Planning

When it comes to administering and planning your estate, you have one overarching goal: peace of mind. You do not want to leave your legacy up to chance. Rather, you want to take good care of your estate while you are alive and put a solid plan in place for maximizing the amount that will flow to your desired beneficiaries after you are gone. It takes an expert hand to create the sort of strategic plan that this requires.

The HeimLantz professionals are eager to help. Our experienced team of advisors is prepared to walk alongside you and your estate planning attorney in protecting your legacy. Our strategy is simple: gain a complete understanding of your goals and aspirations, then work tirelessly to help you achieve them. Our experts have in-depth knowledge of the regulatory laws that govern estate administration and execution. We are here to help you make your goals a reality.

The HeimLantz tax team is thorough, trustworthy, and experienced. Some of the services we assist our clients within this area include:

  • Estate & Trust Tax Planning
  • Estate & Trust Administration Consulting
  • Estate Tax Return Preparation
  • Fiduciary Income Tax Return Preparation
  • Probate Document Preparation, Including Inventory and Accountings

For more information, please contact us!