Trust and estate management can be an overwhelming experience you may undergo multiple times in your lifetime. Fischer Cunnane ensures you don’t do it alone.
Executors and trustees depend on Fischer Cunnane when they are required to report their activities to beneficiaries and file reports that show they have fulfilled the duties of the trust. We provide detailed accounting and reports that document each transaction, while easing the burden on you.
We also support trustees and executors who are new or experienced in the tax process to understand the latest developments in tax filing of forms 709, 706 and 1041.
- Tax planning, tax minimization and compliance
- Wealth transfer strategies
- Preparation of trust, estate and gift tax returns
- Review of financial objectives
Our Services
