OUR SERVICES

Basic Estate Planning

Last will and Testament
General Durable Power of Attorney
Medical Power of Attorney
Advance Directive for Health Care (Living Will)

Advanced Estate Planning

Life Insurance Trusts
Dynasty Trusts
Gift Planning
Charitable Trusts
Personal Residence Trusts
GRATs
SCINS

Tax Return Preparation

Individual income taxes, federal and all states
Trust and estate income tax returns
Partnership income tax returns
Gift Tax returns
Estate Tax returns

Estate Administration

Assistance with probate
Estate tax filings
Estate income tax filings
Refunding bonds and releases

Small Business Planning

Formation of LLCs, corporations, etc.
Shareholder/member agreements
Tax planning for small businesses

Other tax needs?

Get Tax Advice from the Experts

52 Maple Ave, Morristown NJ

davidlewismorristown.com  /  Tel. 973.292.0054

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