Trusts, Estates & Wealth Management

Our trust and estate services range from assisting with administrative details and advising on the distribution of assets to tax compliance.

Estate Planning

Effective estate tax planning minimizes income, gift, estate, and generation-skipping transfer taxes. The professionals at Melanson have the experience and resources to help our clients understand how various tax laws apply to their individual situation, and most importantly, we listen to each of our clients’ needs. We approach the process of helping them determine how their assets will be dispersed upon their incapacitation or death in a way that gives them peace of mind.

Estate Administration and Tax Compliance

Handling the affairs of an estate or trust can be a difficult task. We

help executors, personal representatives, and trustees understand their role, determine what tax filings are needed, and how all of this will impact the beneficiaries. Our services range from assisting with administrative details and advising on the distribution of assets to tax compliance: preparing estate tax returns, estate income tax returns, and fiduciary tax returns.

Partnering with Investment Advisors and Attorneys

Collaboration is key. Melanson enjoys partnering with investment advisors and law firms. We believe it is critical to ensuring that all applicable estate and trust assets are included, safeguarded, and distributed properly. Our experience in fiduciary accounting, tax compliance for estates and trusts, estate planning, and administration and gift tax planning makes us a valuable resource. We offer outsourced estate and trust tax compliance services for those who do not have full-time estate and trust professionals on staff. We work directly with the client, the attorney, and the investment advisors in relation to all aspects of trusts and estates.