Stanfield + O’Dell is ready to assist you with planning for the disposition of your assets both now and after you’ve passed on from this life. Our team will help you and your other advisors put a plan in place to facilitate the transfer of your assets to your heirs with the least amount of administrative costs, difficulty, and taxes, while assuring that your wishes are carried out as intended.
Additionally, Stanfield + O’Dell has an experienced team of CPAs dedicated to helping trustees, executors and personal representatives stay in compliance with tax laws and regulations governing trusts and estates. We help trustees, executors and personal representatives develop strategies that help them minimize their tax liability. Additionally, for those trusts that require trust accounting, Stanfield + O’Dell provides fiduciaries with a complete and accurate trust accounting.
Stanfield + O’Dell has the expertise and knowledge to help you navigate the complex issues in regards to federal and state estate tax returns when required. Additionally, we look for post-mortem planning opportunities, whether or not an estate tax return is required.
Our services for trusts & estates includes:
- Business succession planning
- Trust accounting
- Trust and estate income tax preparation
- Business valuations
- Estate and gift planning
- Estate and gift tax preparation