Financial Services
Trust & Estate Services
Nakowicz Financial can help plan your Trust or Estate for maximum tax efficiency, or deal with on-going tax compliance paperwork (such as form 1041 filings) on your behalf.
Get Expert Tax Planning Advice For Your Trust or Estate
At Nakowicz Financial, we know the tax code in and out — and you can leverage our extensive experience when planning your Trust or Estate to ensure that you minimize any tax implications that may arise in the process.
When planning our creating your Trust or Estate, we can work with your Attorney and follow through with completion of any required tax forms and advise the best course for allocating assets.
If you have not already appointed an Attorney, Nakowicz Financial has a trusted network of professionals that we can refer to that specialize in this field.
Already Have a Trust or Estate? We’re Here To Help.
Don’t be burden yourself with paperwork or risk any penalties that could arise from late fiings. Nakowicz Financial can handle all aspects of Trusts and Estates when it comes to taxes, such as filing your Form 1041 return both accurately and on time.
We can also review the assets of your Trust or Estate, provide reporting on performance, and provide ongoing guidance to ensure that everything is structured for tax efficiancy and longevity in an ever changing economy.
We Offer a 100% Free Consultation for Trusts & Estates!
Our Client Testimonials
What Do Our Clients Say?
M. S.
"We have been with John and the Fam for over 15 years. They have always been accurate, friendly and provide many different products to help with our finances. Great service!"
Marilyn
"John and staff are friendly, knowledgeable, and willing to go the extra mile to help out their clients."
Brian G.
"Very friendly and helpful family business.
I had many questions that kept coming up about how covid impacted taxes for the 2020 year, and mike was quick to respond to my emails and phone calls."
Planning is a must
Understanding what a Trust or Estate is or even just having one is not planning. We look at what the goals are and what needs to be done.
A Trust or Estate plan is only as good as the plan behind it.
What good does it do if you just set up an Estate Plan or a Trust and a Financial Advisor is not advising you? Or does the plan meet the plan’s or your financial goals? We look to provide sound independent advice to ensure the Trust or Estate Plan does what it is supposed to do.
Why Wait? Start The Process and Contact Us Today!
Use this form to schedule an appointment or ask us any questions you might have about our services.
