Family Estate and Trust Advisors
Our unique background as CPA’s combined with our relationship with our clients allows us to effectively advise our clients regarding estate planning and to provide post-mortem estate related services to administrators and trustees. Nelson Chartered professionals maintain up to date knowledge of all taxes, including estate and gift taxes as well as income tax rules and regulations
Estate Planning Keeps You in Control
We bring that knowledge to our client’s team of estate planning professionals to ensure a plan that balances potential tax liability issues with client concerns regarding control of estate assets and effective asset transition planning.
Trust Advisors for Fiduciary Family Members
We also offer invaluable post-mortem services as trustee advisors. Many of our clients choose to have family members serve as their fiduciaries. These family members often have no experience as a fiduciary nor have the time to devote to the role. We offer assistance such as trust accounting, trustee advisory services in the areas of fiduciary responsibility and specific trust financial requirements, and trust and estate tax compliance.