Auburn-Opelika (334) 887-7022 | Montgomery (334) 244-8900

Estate and Trust Tax Services

Our professionals Return Value to individuals and their families who require estate and trust tax services.

Estate and trust services should not be left to chance. An improperly planned estate can result in significant tax consequences or even frozen assets. A strategic approach is required to achieve optimal results. That’s why our estate and trust tax group is dedicated to providing these specialized tax planning and compliance services to individuals and families.

We can assist with:

  • Administrative duties for executors or trustees
  • Federal and state estate tax returns
  • Federal gift tax returns
  • Fiduciary income tax returns
  • Review of existing will and trust documents

We understand that estate services don't end once the tax implications are resolved. That’s why our professionals can offer guidance on a wide range of issues beyond traditional estate and trust services, including:

Let’s work together to help you achieve the future you seek for yourself and your family. Our CPA firm proudly serves, Auburn, Opelika, Montgomery and the rest of Alabama and surrounding states. To learn more about our estate and trust services to individuals in Alabama and surrounding states, fill out our contact form below or call us anytime at 334-887-7022. We’d be glad to help.

Questions? Contact Donald G. Chastain, CPA