The concept is confusing, but what I can do is assist in making the whole process of Will, Trust and tax planning easier to understand and ensure that one’s wishes are fulfilled.
This encompasses more than annual tax planning to include anything from asset protection to sale planning.
Not a very fun thing to talk about, but dealing with the tax issues on the death of someone can be daunting and complicated.
The nuts and bolts of a tax professional; we may not know it off the top of our heads, but we sure know how to figure it out.