Trust & Estate Planning | Stanley J. Morin, CPA, P.C.

Trust & Estate Planning Services

You have worked a lifetime to build your wealth, and you want the people you care about to receive the full benefit of that effort. At any age, careful planning is what ensures your assets are distributed exactly as you intend. At Stanley J. Morin, CPA, P.C., we take time to learn each client's family situation and the goals they hold for the people they love. Working together, we help you establish your net worth, plan for both short- and long-term wealth management, and structure the transfer of your assets so that estate and other tax liabilities are reduced and the value passed to your heirs is maximized.

What Our Trust & Estate Planning Services Cover

Estate and trusts
Guardianship
Revocable and irrevocable trust accounting of activity
Administering estates and trusts
Tax return preparation
Gift tax advising for gift giving
Advice on tax matters
Preparation of gift tax returns

Estate Planning Consulting

Our estate planning consulting is provided alongside specialized professionals and covers:

Will review
Credit trust or by-pass trust
Durable power of attorney
Living will
Gift giving
Medicaid and family trust
Reverse mortgage
Life insurance trust
Q-TIP, GRIT, GRAT and other techniques
Restricted contributions
Charitable remainder trusts
Estate planning life insurance trusts

Learn about the standards that guide our work by reading our 7 Keys to Trust and Estate Client Satisfaction.

Read Our 7 Keys

Frequently Asked Questions About Trust & Estate Planning

Why does estate planning matter at any age?

Sound planning matters at every stage of life, so your assets are distributed according to your wishes and the people you care about fully benefit from your work. Starting early leaves you with more options for short- and long-term wealth management.

What does the trust and estate planning process involve?

We work closely with clients to understand their family situation and the goals they hold for the people they love. From there, we help determine net worth, plan for short- and long-term wealth management, and work toward transferring assets while minimizing estate and other tax liabilities and maximizing value for heirs.

Which trust and estate services are available?

Our services cover estate and trust work such as guardianship, revocable and irrevocable trusts, accounting of activity, administering estates and trusts, and tax return preparation, plus gift tax advising and gift tax return preparation.

Do you help with estate planning documents like wills and powers of attorney?

Yes. We offer estate planning consulting in collaboration with specialized professionals, covering will review, credit or by-pass trusts, durable power of attorney, living wills, gift giving, Medicaid and family trusts, reverse mortgages, life insurance trusts, Q-TIP, GRIT, GRAT and other techniques, restricted contributions, and charitable remainder trusts.

How do I get started?

Get in touch through our Contact Us page to talk about your family situation and goals, and to learn how our trust and estate planning services may apply to you.

Invested in Our Industry & Our Community

Stanley Morin is a proud, active member of several professional and community organizations.

Find Out More

Contact Stanley J. Morin, CPA, P.C.

Phone Number: 973-245-0100
Direct: 973-210-6183
Cell: 201-207-8282
Email: [email protected]

Muffin group

Whether you are just beginning to think about your estate or revisiting a plan you set up years ago, the goal stays the same: making sure your wishes are clear and your assets reach the people you intend. Our team pairs estate and trust accounting with consulting on wills, trusts, powers of attorney and gift giving, coordinating with specialized professionals where needed. Reach out whenever you are ready to talk through your situation.