Comprehensive Estate and Trust Services From Industry Experts
At Marshall Jones, we connect clients with certified public accountants (CPAs) and advisors who leverage multidisciplinary expertise to provide sound guidance and diligent support. They draw from numerous years of financial experience while remaining apprised of the most recent laws that impact trusts and estates. We refine our accounting and tax strategies by integrating wealth management insights and legal counsel.
Our service capabilities are comprehensive. We can provide the following and more:
- Estate planning: Creating an asset distribution strategy that aligns with your intentions.
- Trust formation: Establishing a trust’s purpose, terms, assets, parties and distribution guidelines.
- Trust administration: Overseeing the distribution of trust assets to the correct beneficiaries.
- Estate settlement: Assisting and advising the estate executor through probate processes.
- Tax planning: Analyzing your estate to identify opportunities to reduce tax liabilities for you and your beneficiaries.
- Gift planning: Mitigating inheritance taxes through strategic financial gifts and charitable donations.
- Tax return preparation: Calculating and reporting gains from the distribution of trust or estate assets.
- Asset protection: Enacting legal strategies that prevent asset loss to creditors, taxes, legal rulings and other claims.
Why Marshall Jones?
Marshall Jones has spent more than 30 years planning and enacting comprehensive financial strategies for individuals in the Atlanta area. We provide effective, reliable estate and trust solutions by leveraging our comprehensive expertise and committing to each client's exact needs. Our comprehensive capabilities establish Marshall Jones as a dependable trust strategy planner and estate tax preparer near you.
Meticulous, Adaptable Strategies
As experienced estate tax accountants and advisors, we optimize our estate and trust strategies for savings and compliance. Our team members understand the various laws, regulations and principles that influence these strategies. We can adapt to your circumstances while molding your strategy to the requirements that govern it.
Dedicated Client Service
We provide peace of mind through financially sound strategies that accommodate each client’s specific goals. Our estate tax CPAs and advisors will display a total commitment to your intentions through transparent communication and collaborative planning. Choose Marshall Jones for a personalized trust or estate strategy.
Benefits of Professional Trust and Estate Services
Trusts and estates involve numerous complex processes. Each phase comes with a level of financial risk, such as regulatory compliance and tax liability. Partnering with Marshall Jones can provide assurance that your estate plan or trust will fulfill your intentions. We are diligent and meticulous, completing each form and procedure to high accuracy standards. Our experience with trust tax services and estate processes allows us to work efficiently, implementing your strategy within a satisfactory time frame. Work with us to see your interests through.
Request a Consultation
The experienced CPAs and advisors at Marshall Jones are equipped to strengthen your estate or trust strategy. We will collaborate with you to align all financial decisions with your exact intentions. Our process begins with a brief consultation, so contact us online to schedule a meeting.