Probate and Estate Taxes

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Arxis Financial provides a full range of probate and estate accounting services.  We apply the same comprehensive approach to estate planning as rendered in our other services.

We offer personalized services for individuals and family-owned and closely-held businesses including:

Estate Planning
Effective estate planning helps you to get your financial affairs in order, while utilizing tax minimization strategies and techniques.  A comprehensive program provides financial security for the surviving spouse, allows for the orderly transfer of assets to beneficiaries, and helps to reduce taxation for the transfer of business assets.  Our professionals help you to navigate through this complex process.  A key aspect is identifying the client’s estate planning goals which often vary from client to client.  After a thorough analysis, we then recommend strategies to meet these goals, which may involve:

  • Gift planning
  • Charitable planning
  • Estate tax planning
  • Business succession planning
  • Trusts
  • Wills
  • Alternatives to traditional estate planning

For those planning instruments that involve legal documentation, we work closely with the client’s attorney to make certain the plan is effectively drafted and implemented.

Probate and Estate Tax & Accounting
Arxis Financial provides trusts and estates with a complete range of probate and estate tax and accounting services.  These include:

  • Trust and probate accounting
  • Tax compliance:
    • Trust tax returns (1041’s)
    • Estate tax returns (706’s)
    • Gift tax returns (709’s)
  • Consulting for executors and trustees

For further information, please contact Chris Boynton, Partner, at 805.342.0740 or via email; or Jedi Johnson, Partner, at 805.342.0750 or via email.