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Estate/Trust Services Group

Estate Planning Services Estate/Trust Preparation Services Service to Attorneys

Services to Attorneys

In addition to working with attorneys in the normal course of estate planning, we also offer the following support services directly to the legal profession.

SUPPORTING SERVICES TO ATTORNEYS
Business valuations
Estate and income tax return review and preparation
Review tax impact of proposed plans
Trust and estate income tax return filings
Estate and trust court accounting and reporting
Asset and liability inventory assistance

Call Doug Taveirne, CPA, CFP at (847) 587-3022