Throughout our 70-year history, our Trust and Estate professionals have been committed to proactively assisting our clients with development and administration of their estate plan. We work closely with attorneys and asset managers to minimize the impact of ever-changing estate laws.

SERVICES

Trust and Estate Services

OVERVIEW

Our Trust & Estate team is committed to helping our clients protect their assets and manage their family wealth. We recognize that as your life changes, new circumstances and goals must be reflected in your overall planning. Working closely with your attorney, insurance specialist, and other advisors, our highly trained and experienced professionals provide personal service and sound advice, ensuring that your planning is coordinated and your needs and expectations are met.

Our services include the design and implementation of individualized plans aimed at minimizing the impact of estate, gift, and generation-skipping taxes. Administering the plan is equally important and your MT&L advisor is here to assist with a wide array of services:

  • Valuation of closely-held business interests
  • Tax preparation, including state inheritance and estate tax returns, fiduciary income tax returns, and Federal estate tax returns.
  • Preparation of formal, fiduciary accountings for trusts and estates

Let Meisel, Tuteur & Lewis, P.C. help you protect your legacy and plan for your family’s future. CONTACT US today.