Estate & Trust Taxation

Estate planning involves arrangements for managing your assets while you are alive and upon your death, while often minimizing the estate tax impact on your family.

Our team of dedicated tax professionals at Robert F. Murray & Company can provide the accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof.

Our estate and trust services include:

  • Federal and state fiduciary income tax return preparation
  • Federal and state estate tax return preparation
  • Financial statement preparation and related accounting services
  • Estate planning
  • Retirement planning
  • Financial planning
  • Investment advice and management
  • Asset protection
  • Insurance coverage review
  • Business succession planning
  • Business valuation
  • Evaluating buy-sell agreements