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Partnering with Ghirardo CPA may be the most important decision you can make. We'll provide the personal attention and excellent service you deserve. We look forward to hearing from you.

Estate and Trust Administration

Handling the administration of a trust can be a complex and confusing challenge during an already difficult time. The specialists at Ghirardo CPA can provide the guidance and advice you need to ensure that your wishes are honored and your assets are distributed according to your plan.

Our estate plan consultants have specialized experience in financial planning, estates, trusts, marital property issues and federal, income, estate and gift tax regulations that govern trust and estate accounting and tax compliance. We can help executors and trustees in administering estates and trusts, including preparing the estate tax return and fiduciary income tax returns. Our services include:

Minimizing your estate administration liability exposure.
Providing up-to-date tax law advice.
Assisting with financial planning.
Advice on complex IRA and pension distribution issues.
Individual and estate fiduciary tax returns.
Estate and gift tax returns.
Trust and estate accounting.
Post-mortem planning.
Trust accounting and tax returns.
Surviving spouse and beneficiary planning.

Your estate plan is effective only if it is properly administered. You have worked to build your future; it is vital to ensure your efforts aren’t wasted because you didn’t have the right guidance to protect your legacy. Ghirardo CPA can help preserve and protect what you’ve worked hard to attain.