Living Trust

At Capital Tax, we understand that estate planning can be complex and daunting. That’s why we are here to guide you every step of the way. Our team of Certified Public Accountants (CPAs) offers specialized living trust tax services designed to protect your assets and ensure your wishes are carried out effectively in the most effective tax manner.
 
Why Choose a Living Trust?
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A living trust is a powerful estate planning tool that allows you to manage your assets during your lifetime and seamlessly transfer them to your beneficiaries upon your passing. Here’s why a living trust might be right for you:
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• Avoid Probate: Assets held in a living trust bypass the lengthy and costly probate process, ensuring a smoother transfer to your heirs.

• Maintain Privacy: Unlike a will, a living trust is not a matter of public record, helping to keep your estate details private.

• Flexible Control: You retain control over your assets during your lifetime and can amend or revoke the trust as needed.

• Incapacity Planning: If you become incapacitated, your appointed successor trustee can manage your assets without court intervention.

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Our Comprehensive Living Trust Services
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1. Asset Transfer and Management

   • Guidance on navigating tax implications and long term goals when establishing trusts.

2. Ongoing Trust Planning

   • Professional support for managing and administering your trust, including tax implications and compliance.

   • Regular reviews to ensure your trust remains aligned with your evolving needs and tax requirements.

3. Trust Amendments and Updates

   • Advice for making changes to your trust as your circumstances or goals change.

   • Expert advice on how to best update your trust documents while ensuring compliance with current tax requirements.

4. Trustee and Beneficiary Consultation

   • Education and guidance for your chosen trustee on their responsibilities.

   • Assistance for beneficiaries in understanding the provisions of the trust.

   • Year round availability to answer any questions that arise.

 
Why Work with Capital Tax?
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At Capital Tax, our team combines deep expertise in accounting with a thorough understanding of estate planning. Here’s why we stand out:
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• Experienced Professionals: Our CPAs have extensive experience in managing and advising on living trusts and estate planning.

• Personalized Service: We provide a tailored approach, focusing on your individual needs and goals.

• Holistic Approach: We integrate our trust services with your overall financial strategy to ensure comprehensive planning.

• Commitment to Excellence: We are dedicated to delivering accurate, reliable, and timely advice to secure your financial future.

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Get Started Today 
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Contact us to discuss estate and trust tax planning.