Estates & Trusts
We provide services for the compliance, administration, and planning for estates and trusts. By collaborating with your attorney and financial advisor, we can make sure the estate plan meets your goals, minimizes taxes, and maximizes benefits to your heirs.
The administration of estates and trusts can be complicated. Knowing the available elections, distribution requirements, and filing deadlines are essential to proper administration. The team at K. A. Bell, CPA helps minimize the stress and administrative burdens for the executors, trustees, and heirs. We can review and evaluate estate planning documents, as well as recommend options.
Our Estate & Trust services include:
- Fiduciary Income Tax Return Preparation for Estates & Trusts
- Gift Tax Return Preparation
- Probate and Trust Court Accountings
- Guidance on the Estate & Trust Administration
Your partner in every step.
K. A. Bell, CPA is with you through every step and turn of your estates & trusts planning and execution.
Primary Office: 2009 Mackenzie Way, Suite 100 Cranberry Township, PA 16066
Business Hours: 8:30 AM – 5:00 PM and By Appointment
Additional locations available for your convenience