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Estates

Estates

Estate Tax Services

Offering you complete tax and advisory for estates…along with peace of mind.

Handling an estate comes with a plethora of details and legal requirements. From tying up the legal loose ends to tax reporting, there’s a lot to think about. You need a financial professional with the expertise and experience to get it right when it comes to estate trust tax returns, making sure filings are completed on time and everything is looked after, tax-wise – right up to the final Clearance Certificate.

Attorneys who are managing estates rely on Presley & Partners to handle all the financial aspects, including providing tax estimates, arranging tax holdback amounts for payouts to beneficiaries and advice as to the most advantageous tax strategies and available elections:

    • Final personal tax returns
    • Estate trust tax returns
    • Tax estimates and holdbacks
    • Advisory services

With our estate advisors’ expertise and experience, you can stop worrying about the details and experience peace of mind. Whatever your particular estate entails, it’ll be done right. Please contact Presley & Partners today for more information about estate services.