Will, Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We work with our in-house legal counsel to help you develop and structure your will, estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

Estate & Trust Tax Preparation
estate tax planning

We Have The Resources to Help

We have estate planning and elder care attorneys that we work with directly.  We play the quarterback and put all the professionals together to make sure every i is dotted and every t is crossed.  Once the attorney drafts the documents, we help make sure all your beneficiary designations are completed correctly and all the assets are properly labeled.  We also make sure that these changes do not cause a tax issue currently or down the line.

Why You Are In the Best Hands

Rarely do you have an attorney that will come and meet with you at your financial advisor’s or CPA’s office and make sure everyone is on the same page.  We have been working with our clients in this manner for over 20 years. Because we refer so many of our clients to our attorney, our attorney is very reasonably priced compared to the large law firms.

estate tax services


To learn more about Long Island Tax and Planning contact us to speak with a representative.



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95 Smithtown Blvd.
Smithtown, N.Y. 11787



P: 631-661-8410
F: 631-482-8311