Strategic planning for estate, trust, and gift taxes is essential for preserving wealth and ensuring your legacy aligns with your wishes. At Veridian, we provide comprehensive solutions to help you navigate the complexities of tax laws while minimizing liabilities and maximizing the value of your estate for future generations.
Our team of experienced tax professionals collaborates with you and your advisors to create tailored strategies that safeguard your assets and simplify the transfer of wealth.
Estate, Trust & Gift Tax Services
- Estate Tax Planning and Compliance (Form 706)
- Trust Tax Preparation and Advisory (Form 1041)
- Gift Tax Return Preparation (Form 709)
- Wealth Transfer Planning
- Charitable Giving Strategies
- Generation-Skipping Transfer (GST) Tax Planning
- Business Succession Planning
- Post-Mortem Tax Planning
- Asset Valuation and Appraisal Coordination
- IRS and State Tax Representation
