ESTATE & TRUST SERVICES

Trustees and executors play an important role of being fiduciaries for the beneficiaries they represent. When it comes to family trust and estate planning, this includes functions like maintaining accurate records, using proper accounting, and completing accurate tax returns.

Solutions for Every Situation

Our team of experts are ready to assist with reviewing and properly determining next steps after a loved one passes away. We also guide fiduciaries and trustees to ensure they are properly accounting for estate/trust income and distributions. We work with the following:
  • Simple and Complex Trusts
  • Estate Tax Services
  • Gift Tax Returns and Gift Planning
  • Trustee/Executor Consulting
family trust accounting ledger sheet

McBride Tax Consulting has experience navigating all types of Estate & Trust financials. Schedule your free consultation today to speak with a McBride financial professional.

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