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Estates and Trusts
Call us at 603-964-0074 for immediate service.
Cohen Bookkeeping and Tax Services, LLC.
Estate and Trust Planning:
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Our client-tailored estate and trust planning advice helps ensure that assets are transferred to the intended beneficiaries. Our collaboration usually involves creating various types of trusts including:
- Insurance trusts
- Grantor and charitable annuity trusts
- Qualified personal residence trusts
- Credit shelter or marital trust
- Dynasty (generation skipping) trusts