It is never too early to plan for your retirement.  In most cases, employer and government retirement resources will not provide sufficient funding to insure a comfortable and secure retirement.  Retirement planning and retirement saving programs have become a necessity rather than a luxury.  Our professionals help individuals design and manage customized retirement plans. Through our analysis of various program alternatives, we design programs that allow you to keep more of your assets for yourself and the people closest to you. We help with the distribution planning for IRAs, 401(k) plans, and other qualified plans; and work closely with you to ensure that your retirement plan meets your current and projected lifestyle needs.

Estate and Gift Tax Return Preparation: We work with attorneys and directly with individual executors and trustees.

Sub-Trust Funding: We know when and how to fund trusts — and we communicate with you on a regular basis to help you understand all facets of your decisions.

Fiduciary Income Tax Return Preparation: We prepare returns for all types of trusts, including probate estates, simple and complex trusts, charitable remainder trusts, and unit trusts.

Court Accountings for Estates and Conservatorships: GALLINA routinely prepares trust accountings for trustees and beneficiaries and our accounting formats and technologies are court-tested. A variety of expected and unexpected issues can be quickly resolved through proper trust accounting and we focus our expertise to ensure you pay no more than is dictated by tax law.

Fiduciary Administration: We train and assist fiduciaries in maintaining records that will enable them to comply with the filing requirements of courts and taxing authorities.

Estate Planning: Before considering the tax liability, we determine your wishes. We then try to fulfill those wishes while minimizing any tax consequences. We frequently team with attorneys to ensure accuracy and compliance.