Strong Personal Relationships and Expertise
Over the years, we have found that our professionals develop strong relationships
with clients and that these clients look to us for advice in areas beyond accounting.
With every new question clients present, we are in a position to develop our expertise
and provide comprehensive service. Estate planning is an area which has posed many
client questions and resulted in the development of the SVA Trust & Estate Services
Department. We are proud to share with you our energy and talent to help you visualize
the future and achieve your goals.
Trust Administration Services
Estate Plan and Document Review
We will review your estate plan and discuss with you whether it is appropriate for
your situation and if it adequately accomplishes your goals.
Estate Plan Development
We will review and analyze your individual circumstances and advise appropriate
estate planning and gifting strategies to accomplish your goals.
Gift Tax Returns
If part of your estate planning process also involves gifting of assets, our professionals
can provide the service of preparing any gift tax returns that may be necessary.
Referrals to Attorneys
Should you need help in selecting an attorney, we have established relationships
with local attorneys who specialize in estate planning. They will assist you in
creating your estate plan and developing the documents.
Funding Revocable Living Trusts
If your revocable living trust was not funded upon execution, we can assist you
in titling your assets into your revocable trust.
Professional Trustees
Although SVA cannot serve as a trustee, individual SVA professionals have the expertise
and experience to provide superior trustee services.
Trust Administration Services
Many trusts require periodic distributions and accounting to their beneficiaries.
We can assist you with these requirements as well as other trust administration
services.
Trust Tax Returns
Trusts often are required to file annual fiduciary income tax returns. These can
be prepared by our fiduciary tax professionals.