MSL knows how hard it is to plan for the future. We strive to not only provide you professional services throughout your lifetime, but can help you in planning for tax obligations after you are gone.

We can provide services for the essential need of estate planning for the best handling of your income and assets for tax purposes. We will do this with you one-on-one or be available for a conference with your investment advisor and attorney. These services include personal financial planning, estate planning including establishment of trusts and gifting programs, as well as pension and profit sharing plans.

MSL will assist you with the necessary estate tax preparation. Our office will file in a timely manner the proper Estate Tax Return (Form 706). Future returns that are referenced as Fiduciary Tax Returns for Estates and Trusts (Form 1041) can also be filed by our office.