Passing on your assets and leaving a legacy for your friends and family is an important part of your financial planning. To successfully transfer your assets as you would like to, requires both a will and a skilled team who understands the complex and at times frustrating tax laws that can greatly affect your financial legacy.
With Wealthnest Tax Services estate settlement services, we can administer your estate and take it through the complexities of probate. Our exceptional tax-preparation experience lets us settle your estate without unnecessary delay and reduces interruption for your heirs and the estate-tax liability.
- Tax Services:
- Preparation of Federal Estate and State Inheritance tax returns
- Preparation and filing of final income tax return
- Coordinate with family for preparation of a fiduciary income tax return
- Provide K-1s to estate beneficiaries
- Participate in audit process if estate is audited by Federal or State officials
Estate Settlement Chandler AZ