Estate administration:
  • Collection of assets
  • Maintenance of estate records and cash management
  • Ticker system of important deadlines
  • Postmortem tax planning
  • Preparation of U.S. Estate Tax return and all State Inheritance and Estate Tax returns
  • Preparation of U.S. and all State Fiduciary Income Tax returns
  • Preparation of Accountings and Schedules of Distribution
  • Compliance with all miscellaneous administration requirements
107 Eldon Avenue
Lansdowne, PA 19050

(610) 623-2357