ESTATE & TRUST SERVICES

ESTATE & TRUST SERVICES

When it comes to the passing of a loved one, we understand that it is hard to focus on estate and trust tax issues while you are grieving for the loss of a loved one. You can trust us to apply our knowledge while you heal yourself and your family.

 

Estate Income Tax Returns

Federal and state estate taxes are a one-time tax imposed on assets of the estate when they exceed the exemptions at the time. The annual tax returns are filed to report income/expenses of the estate’s assets incurred until they are transferred to beneficiaries.

Trust Income Tax Returns

We prepare revocable and irrevocable trust income tax returns. Trusts can be established during your lifetime or as part of the execution of your will. We provide perspective on the tax filings the trust may face during the life of the trust and upon its conclusion.

Estate & Trust Planning

Trusts can provide a financial path for your loved ones, including minor children, family members with special needs, and charitable organizations. We collaborate with you and your trust attorney to ensure your goals are met through the duration of the trust.

At MMNT, our network of professionals aid in the understanding and planning of your estate and trust. Trust attorneys, to wealth management advisors, our clients have a full comprehension of what the future will hold once the estate or trust is in use. 

Want to Learn More About Estate & Trust Services?

Why MMNT Estate & Trust Services?

We understand you have one opportunity to leave your mark and that your executor is not an attorney or an accountant. We provide support, understanding, and compassion. We have more than 30 years of experience working with families on estates and trusts. We have the perspective of hindsight and the benefit of foresight to help you achieve your goals. Estate and trust tax laws change often, you need a firm to rely on, a firm where trust matters.

Communities Served

MMNT is based in Manchester, Connecticut. We have clients in Hartford County and all of Connecticut. We also enjoy providing CPA services to the surrounding communities of Bloomfield, East Hartford, Glastonbury, New Britain, Rocky Hill, South Windsor, Vernon, West Hartford, Wethersfield, Windsor, and beyond.

 

Estate & Trust Services

SERVICES

Corporate Tax

Our hands-on approach, friendly atmosphere and dedication to our clients have allowed us to provide superior services and guidance to our clients for more than 25 years.

Audit Reviews

Companies have different levels of risk and need assurance that the financial statements represent the true position of a company. 

Employee Benefit Plan Audits

We have audited a significant number of employee benefit plans, having worked with a variety of plan administrators, actuaries, attorneys, and investment consultants.

Estate & Trust

We have the perspective of hindsight and the benefit of foresight to help you achieve your goals. You need a firm to rely on; a firm where trust matters.

Nonprofit Services

The nonprofit tax specialist at MMNT will work closely to paint an accurate and compelling picture of your nonprofit's mission, financial health, and operational effectiveness.

Business Valuation

Our in-depth knowledge of your business enables us to provide a well-reasoned, fully documented and defensible valuation opinion.

Contact Us Today For a Free Consultation

Give us a call today at 860.643.1001. We're standing by to be an experienced and informed voice for your business.