Trusts & Estates

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Helping you preserve your wealth & assets

At Booth Davis & Associates, we specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.

Here are a few of the services we offer:

  • Estate income tax returns—Federal and state estate taxes are a one-time tax imposed on assets of the estate when they exceed the exemptions at the time. The annual tax returns are filed to report income/expenses of the estate’s assets incurred until they are transferred to beneficiaries.
  • Trust income tax returns—We prepare revocable and irrevocable trust income tax returns. Trusts can be established during your lifetime or as part of the execution of your will. WE provide perspective on the tax filings the trust may face during the life of the trust and upon its conclusion.
  • Estate planning & charitable giving—We specialize in estate, trust, and tax matters. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.