For business owners and families who want to plan in life for how assets pass on to their families once they are gone — and who want to limit the tax liability for their heirs as much as possible — Fulton & Kozak CPAs offer “life planning.” It starts with making sure the appropriate legal documents are in place, and extends to analyzing how bequests are handled, whether they are in compliance with tax law, and whether the current plan is the best way to minimize estate tax exposure.

The Fulton & Kozak team is familiar with trust accounting and administration according to state regulations.  Fulton & Kozak can manage the tax returns for charitable trusts, and for trusts created after death to manage the assets of an estate.

Guardianship accounting is also a Fulton & Kozak specialty, preparing annual reports and providing them to the court for review.

Experience Counts

Assure the outcome you want for your estate by receiving guidance from trust specialists. Work with the Fulton & Kozak trust accounting experts to understand the rules governing trusts and the tax implications of your decisions.

Fulton & Kozak is a resource for:

  • Family Law Attorneys who have clients with tax considerations they don’t feel qualified to explain. Contact Fulton & Kozak to be sure your clients are getting the best possible advice for dealing with complex estate and trust compliance questions.
  • Probate Attorney who has been appointed by the courts as the guardian and administrator of an estate. Call Fulton & Kozak when you require an independent review of the prior executor’s handling of the estate, the filing of tax returns or the creation and review of financial statements. Fulton & Kozak will analyze the financial condition of an estate, unravel income, assets and expenses, and make sure the estate has filed correct tax returns .