BottomLine works closely with investment advisors, attorneys, and other financial professionals so that we can develop a long-term estate plan that meets the individual needs of every client.

Our estate and trust tax services include:

  • Allocating assets to spouses, children, trusts, and charities.
  • Reviewing your estate plan and trust tax situation to ensure financial goals are met.
  • Gift tax returns and strategies.
  • Business succession planning.
  • Trust administration.
  • Trust income tax returns.
  • Estate tax returns.

Tax returns are only one piece of the planning process. BottomLine will work with you to achieve and manage your financial goals while helping to develop a clear plan for today and beyond.

How BottomLine can further help you:

  • Provide a customized strategy that fits your objectives.
  • Maximize tax savings while balancing the financial needs of your family.
  • Analyze estate liquidity.
  • Evaluate charitable gifting options and techniques.
  • Assess retirement strategies.
  • Decide the timing of distributions from IRAs, 401(k) plans or other qualified plans.
  • Trust Decanting.
  • Intra-Family Loans.
  • Using multiple trust strategies.