Has a loved one left you in charge of
their affairs and you do not know
where to begin?
We Know How!
At TMDL, our professionals have expertise in guiding you through the estate administration process. We provide assistance with trust setup and implementation, as well as planning and gifting strategies.
Our services include, but are not limited to:
- Determination and preparation of required tax filings
- Tax liability calculation for state inheritance taxes
- Asset identification and tracking
- Estate and trust bookkeeping
- Preparation of summary schedules for court filings and litigation
- Trust setup and implementation
Why Choose Us?
At TMDL, we provide direct communication with the estate attorney and/or personal representative. We can reduce the burden of estate administration and assist with the organization of all necessary documentation. TMDL prides itself in preparing accurate and complete reporting for all tax filings.