OUR Expertise

Estate & Trust

Planning for the future is an important and ongoing process. It is also something that many people don’t wish to think about very often. The professionals in Armstrong, Backus & Co.’s Estate and Trust Services Team provide a broad range of services in the areas of estate planning, wealth accumulation, and succession planning to help you define your future. Together, we work with our clients, their attorneys and financial managers to develop and implement comprehensive, personalized, short-term and long-term strategies to meet their individual goals.

Armstrong, Backus & Co.’s Estate and Trust Services Team’s main objective is to help clients maximize the amount of wealth transferred to their beneficiaries in the manner and structure in which they are comfortable. Planning engagements are done with the client’s goals in mind for control, security, and cash flow during their lifetime and for the division and control of their assets at death.

Our clients turn to us to help solve their wealth transfer challenges. At Armstrong, Backus & Co., we have the experience and depth of knowledge to meet our clients’ needs.

Consulting and Advisory Services:

  • Income tax planning
  • Estate planning
  • Gift tax planning
  • Multi-generational wealth transfer
  • Pre- and post-mortem planning
  • Charitable giving planning
  • Trust and estate administration

Compliance Services:

  • Preparation of gift, trust, and estate income tax returns
  • Preparation of formal and informal accountings
  • Preparation of personal income tax returns
  • Assistance with income, estate, and gift tax audits