At Taylor, Polson & Company CPAs, PSC, our seasoned accountants bring a wealth of experience in managing estates and trusts. With a pragmatic approach, we offer comprehensive services to navigate the complexities of executorship, trusteeship, and fiduciary roles.
Beyond administration, we specialize in estate and trust planning to safeguard your assets. Our team collaborates with you to develop financial strategies ensuring the well-being of your family in unforeseen circumstances.
We understand the importance of securing your legacy, and our competitive rates make professional estate and trust services accessible. Contact Taylor, Polson & Company CPAs, PSC today to schedule an appointment and ensure the financial security of your estate and loved ones.
Tailored estate planning services to help individuals and families organize and plan for the distribution of assets, minimizing tax implications and ensuring the smooth transfer of wealth.
Professional management of trusts, including record-keeping, investment oversight, and adherence to legal requirements. We ensure the fulfillment of the trust's purpose while safeguarding the interests of beneficiaries.
Expert guidance through the probate process, including the validation of wills, distribution of assets, and resolution of estate-related legal matters. We streamline probate proceedings to alleviate the burden on families.
Accurate assessment of the value of estate assets and properties. Our services include professional appraisals to determine fair market values for a range of assets.
Specialized tax planning to optimize income tax considerations for estates and trusts. We navigate complex tax regulations, identify opportunities for tax savings, and ensure compliance.
Detailed accounting services for fiduciaries, including the preparation of financial statements, tracking income and expenses, and maintaining transparent records for beneficiaries and legal compliance.
Facilitation of efficient and equitable distribution of assets to beneficiaries. Our services include coordination with legal entities, resolving disputes, and ensuring compliance with trust or estate directives.
Tailored planning for charitable giving within estates and trusts. We assist in creating strategies to support philanthropic goals while maximizing tax benefits.
Management of trusts designed to provide for individuals with special needs. Our services include asset management, government benefit coordination, and ensuring the financial well-being of beneficiaries with unique requirements.
Accounting services for guardianships and conservatorships, ensuring responsible financial management for individuals who may be unable to manage their affairs independently.
Support in the efficient liquidation of estate assets, including coordination with appraisers, auction houses, and potential buyers to optimize the value of the estate.
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