Trusts and Estates

Trusts and Estates

With the ever-increasing complexities of the rules surrounding trust and estate compliance, the administration of a trust or estate can be a daunting task. Given the ever-changing tax laws, now is the time to evaluate your structure and whether anything further can be done to mitigate your tax burdens. Our team has more than 20 years of combined experience working with trustees to meet their fiduciary responsibilities and reporting requirements and can help you navigate these complex issues.

Our trust and estate services include:

  • Gift and estate tax planning and compliance
  • Income tax planning and compliance
  • Charitable and philanthropic planning

Get started on preserving more wealth and reducing taxes. Contact Blume Keeney today at (425) 404-3540 for a consultation.