Trust Returns

At JSG Financial we provide tax planning and preparation for two main types of trusts:

  1. End of Life – JSG Financial will prepare the final individual return and trust return or your loved one after they have passed.
  2. Charitable Remainder Unitrust and Annuity Trusts – JSG will help you to determine if either of these options are right for you, and prepare the supporting tax returns.


Please provide some basic information about yourself and your specific need, then submit the request.