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Estates and Trusts

Estate and Trust Planning from Bailey, Stube & Glaser, PC, a Fairfax CPA Firm

Distribution of property through estates and trusts can often be a complicated legal process - even more so without significant planning and compliance understanding. There are many more questions that come about than most people have answers. Bailey, Stube & Glaser, PC (BSG) is a CPA firm in Fairfax that is dedicated to helping clients plan for, organize, define and manage estates and trusts. BSG offers services to clients throughout Northern Virginia including Arlington, Fairfax, Vienna, Reston, Tysons Corner, McLean and Oakton.

BSG will help you understand the legal documents drawn up by your lawyer. Our CPAs will work to help you understand your unique situation, offer advice and help plan for available elections, distribution rules and adhere to filing deadlines.

Estate Planning

Creating an estate plan will help make sure that your property distribution will avoid probate. The transfer of property and assets to the chosen beneficiaries will happen the way you want when your estate plan is clearly defined. Estate services will help you organize the liquidation of your property and assets and make sure that it incorporates taxes and other expenses to minimize financial obligations of your loved ones after it is transferred. 

Trust Management

BSG will help trust managers handle the financial issues prior to asset transfer. We help establish funds to pay for college, charitable contributions, division of assets and property, and manage trusts for those who are not able to manage on their own. It is important to understand the taxable income reportable by a trust and help limit trustee responsibilities.

- Are there potential deductions?

- Is the trust simple or complex?

- Can the trust be revoked?

- What IRS Forms are required?

Because capital gains and losses from a trust are treated differently than a trust's taxable income, the trust management services of BSG will help parties remain IRS compliant and simplify the process before assets are disbursed.

BSG will work alongside your lawyer to help protect your property to make sure it winds up in the proper hands, avoid probate and address amendments as needed. Proper estate and trust planning will save time and money for yourself and those close to you.

Bailey, Stube & Glaser, PC is an experienced CPA firm in Fairfax working to help the communities of Alexandria, Loudoun, Arlington and Prince William and the Metropolitan Washington DC area. Don’t put off planning for the distribution of assets and property or wait too long to start building trust income for loved ones. Contact our office and set up a consultation to explore your options and begin the planning for the future.

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