Estates & Trusts

Estate planning is a lifelong process in which you evaluate your situation and plan for the future. It includes planning for your retirement, for the possibility of disability, and for death. Because the estate planning process requires that you consider a wide range of legal, financial and emotional issues, the advise of an estate planning specialist is critical.

Specialized Services

Pre and Post-Mortem Planning
Valuation Services
Preparation of trust and estate tax returns
Finalization of the deceased’s tax affairs to the date of death
Statements of Residuary & Estate Income
Preparation of annual tax certificates for beneficiaries of trusts
Capital gains & estate tax planning

Why Hienz & Macaluso LLC

As a certified public accounting firm based in the New Orleans Metropolitan Area, we are dedicated to leadership in professional accounting services and constantly seek innovative ways to better serve our clients in existing and expanded dimensions. We take exceptional pride in our ability to provide clients with a large degree of personal attention.