Maris & Associates handles the tax side of estate and trust planning for individuals and families across Seattle, Everett, and Snohomish County: estate and gift tax projections, fiduciary accounting for trustees and executors, and trust and estate tax returns. Your attorney drafts the legal documents; we make the numbers and filings hold up. Explore the services below, or reach out to talk to a CPA.
Estate Planning CPA
Estate and gift tax projections, gifting strategy, and basis planning — the tax side of your estate plan, coordinated with your attorney.
Fiduciary Accounting
The formal trustee or executor record of receipts, disbursements, and principal versus income — separate from the trust or estate's income tax return.
Estate & Trust Tax Services
Trust accounting, inheritance tax guidance, and fiduciary returns, managed by one team of licensed CPAs.
Grantor Trusts (IDGT)
An advanced estate-freeze strategy: move appreciating assets out of your estate while you cover the income tax, so future growth passes to your heirs.