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Estate & Trust Planning

Planning for the future is about more than numbers, it’s about protecting what matters most.

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Preserve your family Legacy

Planning for the future is one of the most important steps you can take to preserve your legacy and give your family peace of mind. Estate and trust planning works best when started early, helping you make thoughtful decisions and avoid complications. We will guide you through organizing your financial affairs and managing the tax responsibilities that come with them. Our team can assist with:

  • Preparing Form 1040 (Trust Tax Return)

  • Filing Decedent’s Estate Tax Returns

  • Preparing For 706 (Estate Tax Return)

  • Preparing Form 709 (Gift Tax Return)

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Plan for peace of mind

The best time to plan your estate is well before it becomes urgent. Our advisors are here to guide you through every step, from preparing essential tax returns to creating a strategy that secures your future. Contact ATS Advisors today to start planning with confidence.

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