Estate and Trust Services | Gordon Advisors

Estate and Trust Services is a specialty of Gordon Advisors. Whether it’s a matter of filing appropriate returns to be compliant with government authorities or allowing for the peace of mind that your wishes are honored, we are here to be of service to you in various capacities.

There are many financial options to consider when going through your estate and trust planning. To help eliminate the stress, use the resources of a CPA who specializes in estates and trusts to help you decide on the route that is best for your personal situation.

A CPA or estate planning professional can answer your questions and assist you in making educated decisions about your physical and digital assets.

Compliance services include preparation of:

Estate Tax Returns
Fiduciary Income Returns for Estate and Trusts
Gift Tax Returns
Individual Income Tax Returns
Trust Accounting

Consultation Services comprise of:

Coordinating Estate Planning with Attorneys and Other Professionals
Estate Tax Projections and Analysis
Estate, Gift and Trust Tax Research
Overall Financial and Retirement Planning
Postmortem Estate and Surviving Family Planning
Reviewing Trust, Wills and Other Estate Documents

Testimonials

“Many years of accurate, thorough, prompt service regardless of which employee or department.”

— President, Manufacturing. Gordon Client for over 30 years. —

“Always there for our family and our business. 100% trust from all partners. Service could not be better. ”

— CFO, Retail. Gordon Client for 18 years. —

“Easy to work with - professional and friendly!”

— Individual, Trust Accounting. Gordon Client for 7 years. —

“Excellent service and excellent advice.”

— Individual. Gordon Client for 11 years. —

“Friendly, trustworthy, knowledgeable, quality work, at a reasonable price. ”

— Individual. Gordon Client for 15 years. —

“I & our companies have worked with Gordon Advisors for many years and they have always been high quality.”

— Owner, Restaurant. Gordon Client for over 30 years. —

“We have been with your company for many years and still have a very good relationship. We are always given the best advice and receive total co-operation. ”

— Trust. Gordon Client for 8 years. —

“Gordon Advisor has always gone the extra step addressing my needs, answer my questions and making me feel special. Even though I'm not their biggest customer. ”

— Individual. Gordon Client for 17 years. —

“We have been working with Gordon Advisors for 20+ years. Wonderful people. ”

— Controller, Manufacturing. Gordon Client for 22 years. —

“As we are a charity, I would recommend their services to other charities as they are familiar with the needs of a charity. ”

— Executive Director, Not-For-Profit. Gordon Client for 14 years. —

“The staff are all highly capable, friendly and accessible. Gordon Advisors are a great resource to our organization and have always treated myself, the staff and my Board of Directors with the utmost respect. ”

— Executive Director, Not-For-Profit. Gordon Client for 12 years. —

“Excellent relationship with Gordon Advisors for the past 34 years. They do our yearly audit and are professional, caring and efficient. We are extremely happy with the work done for us, and the board votes every year to keep them as our auditors. ”

— Executive Director, Not-For-Profit. Gordon Client for over 30 years. —

“Over 20 years of service. They are friendly and professional. We've never been disappointed. ”

— CEO, Construction. Gordon Client for 20 years. —

“We always receive good service and value. A great friendship and understanding has been developed over the years. ”

— CFO, Manufacturing. Gordon Client for 18 years. —

“They have been very helpful and responsive, and have always met our needs. ”

— Manager, Hospitality. Gordon Client for 7 years. —

“The service provided is consistently delivered on a timely basis with value.”

— CFO, Medical Device Manufacturing. Gordon Client for 14 years. —