Planning ahead for the transfer and protection of assets is vitally important for most people. Lacking a clear understanding of your estate situation, combined with an unfamiliarity with Trust and Estate laws and regulations, can create big problems for beneficiaries of assets. GJM Advisory is able to help fiduciaries navigate successfully through the myriad of tax laws and regulations that govern Trusts and Estates, insuring that they stay in compliance with all laws and regulations.

Services that we provide to our estate/trust clients include, but are not limited to:

• Estate Planning to foster the reduction of Estate Taxes

• Estate tax preparation

• Trust Tax preparation