It is important to understand the tax implications of your estate plan or any sizable gifts you may want to give to a family member. We help clients formulate strategies for minimizing estate and gift taxes. If an estate tax return is necessary, we can prepare it for you.

The team at Reiss and Lamar consists of a Tax Attorney and CPA which provides our clients both the legal and financial advisory in the most efficient and transparent manner. The loss of a loved one is always stressful and  can be very emotionally draining. We work with each client to evaluate their unique situation and provide them support while moving through the tax process.

Trust and Estate Tax Services