PTE Tax Services Home

2008 Tax Information

Income Individual

Business Income

Fiduciary

Estate Planning

Probate Settlement

Trust Settlement

Services Provided

Definitions

Estate Planning, Estate Settlement

PTE Services has been advising clients for more than ten years in the areas of Estate (Inheritance) Tax Planning and Estate Matters.  This specialization provides you with a knowledgeable tax person who can advise you in the areas of Probate and Trust Settlement issues, including your Fiduciary Tax Return preparation.   NOTE:  The term "Estate Tax" is also known as "Inheritance Tax" and "Death Tax".  Please see our Tax Definitions.

Services Provided

  • Advise what you need to discuss with an Attorney, as part of your estate planning
  • Fiduciary Tax Preparation for Estate Settlement

Let us know what we can do for you!  Mail me at the above address, or Email me!