Estate, Gift and Trust Tax Services

Estate Planning – For Your Future

Planning for your future is an important and responsible process. At Chortek, we understand how hard you work to accumulate wealth and provide for your loved ones. We understand that you have goals to live a comfortable retirement. We also understand that you have goals to send your children to college and pass your legacy to the next generation. Whether you have already clearly defined your goals or need guidance to plan for your future, you can trust the team of professionals at Chortek. We can partner with you. We can help you plan for the future you have intended.

Estate Planning Strategies

The professionals at Chortek provide a broad range of services that are tailored to meet the exact requirements of your goals. Many of the strategies that we offer are listed below:

  • Schedule an initial planning meeting to discuss your goals and intended outcomes.
  • Develop and implement your unique plan. Involve the services of other professionals, such as lawyers, insurance agents, or securities brokers, as needed.
  • Utilize trusts, family partnerships, or other tax-advantaged vehicles as part of your plan.
  • Provide compliance services for the trust and/or partnership to ensure that all of your tax obligations will be met in a timely manner.
  • Provide estate planning, gift tax planning and multi-generational wealth transfers. Prepare gift, trust, and estate income tax returns along with personal income tax returns. Prepare charitable trust and private foundation tax returns. Provide assistance with audits as necessary.
  • Monitor the plan, with routine discussions, to ensure it’s working as you had intended.

Contact the professionals at Chortek to partner with you to strategize your plan for the future.