Bridging Compliance and

Your legacy, your way.

Great thinkers plan ahead. The experts at MarksNelson are here to help you achieve your legacy goals while working to minimize current and future tax liabilities. 

Estate planning is critical in transferring assets to your beneficiaries and providing security for your surviving spouse. It can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing continuity and succession ownership is essential. Our professionals help guide you through this complex process.

MarksNelson provides the following estate & trust tax services:

  • Federal, state and local income tax compliance and planning
  • Estate and gift tax planning
  • Responding to tax notices
  • Tax representation before federal and state taxing authorities