Where am I?
Individuals, Estates & Trusts
Individual Client Services
We understand that everyone's personal financial situation is different. We also know you want someone you can trust to take the time to evaluate your current and future financial needs. At HRH, you'll find a trusted advisor who is committed to providing personal service and producing the highest quality work.
We are much more than a traditional tax preparer. We provide the technical excellence and timely filings you expect, along with innovative strategies to help you minimize your tax liability.
Our team of experienced professionals works closely with individuals and their families to provide comprehensive and innovative solutions that address their specific needs. We develop a customized, proactive approach to ensure that all your compliance, as well as planning needs are met.
Our many services for individuals include:
- Tax return preparation
- Income tax consulting and research
- Estate, trust and gift planning
- Family wealth planning
- Business succession planning
- Representation before the IRS and state taxing authorities
- Retirement planning
- Preparation of estate, trust and gift tax returns
- Business valuations and asset valuations
Call HRH today to develop your own personalized strategic tax plan to maximize your income and minimize your tax liabilities. Let us prove how solid advice and a dedicated team of professionals equal a winning strategy for you.
Estate, Trust and Gift Planning
HRH wants you to plan for the future. Estate planning is a complicated endeavor, but a financially rewarding and satisfying endeavor for both you and your family. It's one of the best gifts you can give to your family – and to yourself.
No one wants to take the time to develop an estate plan, but it's a choice you must make to secure your family's future. It's never too early to start estate planning, and HRH will help make it a gratifying experience.
Estate planning is more than just drawing up a will to transfer your assets. It is taking the steps necessary to provide for the security of your surviving spouse, children and grandchildren, as well as charities. It also facilitates the orderly transfer of assets to your beneficiaries while reducing or eliminating the tax due on the transfer of your business or other assets. Gifting and trust formations are key elements of a complete estate plan.
Solid estate planning requires a "team approach." Consultations with accounting professionals, attorneys, investment advisors, and insurance agents play an integral role in the estate planning process. Let us evaluate your estate assets and identify ways to maximize the transfer of assets and minimize your estate tax liabilities. Call HRH today to discuss your family's future.
Your estate plan should include many, if not all, of the following:
- Revocable living trusts
- Irrevocable live insurance trusts
- Family limited partnerships
- Gifting programs
- Charitable trusts
- Retirement planning
- Generation skipping considerations
Estate and Trust Administrative Services
- Provide all necessary accounting and record-keeping services needed for preparation of fiduciary income tax return
- Identify and gather additional data necessary for trust administration
- Prepare 1041 and 706 returns
- Provide detailed accounting necessary for compliance with state laws affecting beneficiaries
- Provide property and business valuations
- Provide tax consultation to help trustees and/or personal representatives understand the tax implications of transactions and how to minimize the tax burden for estates, trusts and beneficiaries
- Provide direction on how to make distributions from estates or trusts
- Provide accounting needed for probate reporting.
Go back to main content | Go back to main navigation
