Estate & Trust
Estate & Trust Planning
Protect what you have earned.
Handling the affairs of an estate or trust is complicated and family dynamics come into play. We help executors, personal representatives, and trustees understand their role, determine what tax filings are needed, and how all of this will impact the beneficiaries.
Our services include:
- Assisting with administrative details
- Planning and advising
- Estate tax planning and compliance
- Gift and estate tax preparation
- Valuations services
- Trust planning
- Trust tax preparation
- Preparing estate and tax returns
- Preparing estate income tax returns
Inquire about our
Estate & Trust Services
LMHS P.C. is a member firm of the AICPA National Peer Review Program, having passed our most recent peer review in 2021, and a registered firm with the Public Company Accounting Oversight Board (PCAOB).