Trusts and Estates in Folsom
Both you and your beneficiaries are more secure when you have effective trust and estate planning.
At BTB Financials, we can collaborate with your attorneys, insurance agents, and beneficiaries to make sure that your asset transfer will be a quick process that respects your financial decisions.
Call us now at (916) 705-9365 for your trust and estate planning needs!Call Now
BTB Financials’s Accountant for Trusts and Estates
We would be glad to assist you with any of your trust and estate services. No matter how many assets are involved, having a solid plan will result in a simple and fast procedure. We want to avoid any mistakes that could affect your family and friends in the event of its enforcement.
We are sought after by a diverse clientele including other professionals in the tax planning industry. Our expert advice in tax code and estate regulation make us the number one choice in the area.
Preparing a Trust or Estate
We’ve helped plan several trusts and estate accounts. When you book an appointment with us, you’ll benefit from our experienced guidance in many ways. Here are just a few:
We’ll help you create a list of assets with their intended beneficiaries. This will allow us to create your account and have an idea of what assets you have.
We’ll be able to process not only your list of assets but also all of your accounts onto one secure platform that will be accessible to you, other professionals working on your estate, and your executor of the estate.
We will assess and advise you on the current state of your accounts. This includes keeping documentation and records of transactions. We’ll also see if you should limit the number of active accounts you have. The less complicated the process is for your executor of the estate, the better.
Executor of Estate
If you are an executor of an estate and need assistance, we can help you access the accounts that you’re responsible for. Our experienced accountants are dedicated to assisting you not only in accessing the accounts you’re entitled to but providing you assistance with investing and distributing their contents. We’ll be able to help you with the following accounting services:
- Making transactions
- Closing bank accounts
- Paying estate bills
- Signing off on vehicle sales or ownership transfers
- Filing estate tax returns
- Selling real estate
Get in touch with us today to schedule an appointment with an expert.
Our Trust Services
The decision to name a trust is based on your estate goals and several other factors. We’ve helped our clients with trust services and preparing proper accounts for a number of years.
We’ll be able to set up short and long-term saving accounts that can accumulate interest should you wish to withhold your estate for some time. This means that you’ll be able to maximize the amount of money you leave to your beneficiaries. Our advisors can help you make the choice that will make the most sense for you and your beneficiaries.
- Paying bills
- Assessing financial records compromises
- Planning of fiscal reports and statements
- Discussing and analyzing money related targets
- Revising investment strategy and execution
- Estate taxes preparation
- Estate and gift tax planning
Executor of Estate and Beneficiary Income Taxes:
- Tax preparation and compliance
- Accomplishing objectives
Call Us for Your Trusts and Estates Services in Folsom
Contact BTB Financials for all of your needed trusts and estate services in Folsom. Call (916) 705-9365.