Estate, Gift & Trust
Considering what would happen to your assets upon your death is never at the top of anyone’s list. It’s a necessary evil, however to make sure your assets are transferred to your chosen beneficiaries in a timely manner and with the smallest possible tax effect. Planning is required. Is the value of all your assets greater than $3,500,000? If so, you may have an estate problem.
We will analyze your net worth, review your investments, help you to plan for retirement, family gifts, trusts and family business transfers. Whenever necessary, we will consult with your other professional advisors including your attorney and broker.
At Metzger, Mancini & Lackner, our goal is to protect the wealth that you worked a lifetime to accumulate by keeping assets in the family at the least cost and with the fewest possible tax consequences. Estate, gift and trust tax laws are complex and constantly changing. Whether for yourself, your executor or your trustee we will help guide you through these complexities to determine solutions that meet all your estate, gift and trust planning needs. We can minimize taxes not only for you but also for future generations.
Our tax services include:
- Final Form 1040 – Individual Income Tax Return
- Form 706 – U.S. Estate (and Generation-Skipping Transfer) Tax Return
- Form 709 – U.S. Gift (and Generation-Skipping Transfer) Tax Return
- Form 1041 – U.S. Income Tax Returns for Estates and Trusts
- IH6
Tax returns we can prepare:
- 706 - U.S. Estate (and Generation - Skipping Transfer) Tax Return
- 709 - U.S. Gift (and Generation - Skipping Transfer) Tax Return
- 1041 - U.S. Income Tax Returns for Estates and Trusts
