Estate & Trust Planning & Tax Preparation

You’ve worked hard to build financial security for you and your family. What’s important to you is important to us! For some, this could be a smooth succession of ownership for a business. For others, this could be creating a strategy to protect your assets and financial security for future generations.

With our expertise and knowledge, McLain, Hill, Rugg & Associates, Inc. can help you navigate through the myriad of ever changing tax laws and regulations that govern Trusts and Estates, insuring they are within compliance with all laws and regulations. We will assist in strategic planning for the transfer of assets, prepare estate tax returns to minimize the tax liability of beneficiaries and be sure your wishes are followed.  This will ensure your loved ones don’t have any complications during a time of loss.

We can assist with the following services:

Compliance

• Federal and state fiduciary income tax return preparation
• Federal and state estate tax return preparation
• Financial statement preparation and related accounting services
• Representation before the IRS on examination issues
• Business valuations

Planning

• Federal estate and gift tax projections
• Estate and trust settlement guidance
• Federal and state fiduciary income tax projections