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Jarvis & Associates, Ltd.
Certified Public Accountants
Jarvis & Associates, Ltd. (jarvis@jarvis-cpa.com)

 Estate & Trust Planning

    Estate & trusts is a unique area of the tax law that brings many challenges with it. When someone dies, depending on their wishes and how their assets are titled, a Federal Identification number may be needed and a tax return will need to be filed. We have traveled down this path many times and can help take some of the pressure off of trustees and executors. We can help with the settling of an estate, trust and the distribution of assets.

Please do not hesitate to contact Roberta Wajrowski at: Roberta@jarvis-cpa.org for additional information or if you have been named an executor or a trustee.