Estate and Gift Taxes
A trust and a deceased person's estate is a separate legal entity for income tax purposes. If you're the trustee, executor or personal representative of someone's trust or estate, you may need to file an income tax return for such trust or estate, as well as a final personal income tax return for the decedent.
The administration of an estate or trust involves a substantial amount of work and responsibilities. A fiduciary needs to deal with various legal, financial, tax and family issues. I try to help fiduciaries with some of these duties, responsiblities and issues.
Sometimes, an individual prefers to have a non-family member be the trustee of their trust(s) or the executor/personal representative of their estate. I have accepted the role of fiduciary in certain situations. It is a responsibility I take very seriously and I try to be as transparent as possible so there are minimal questions and concerns regarding my duties.
Call me at (508) 740-6250 with any questions or to schedule an appointment.
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