Estate Planning is not just having a will. It involves arrangements for managing your assets while you are alive and upon your death, while often minimizing the estate tax impact on your family.
Usually estate and trust services involve a team of professionals: Certified Public Accountants (CPA), an attorney, a financial planner or investment advisor. We will work closely with your professionals to create a tailored plan for you and your family.
Our 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 |
875 Main Street • Plymouth, Michigan 48170 • Phone (734) 454-4100 • Fax (734) 454-1300