Trust & Estate Planning PDF Print E-mail

Trust & Estate PlanningServices we provide include:

  • Fiduciary return preparation
  • Estate and gift tax return preparation
  • Estate planning (pre and post-mortem)
  • Business valuations
  • Will and trust reviews
  • Business succession planning
  • Asset protection programs
  • Trustee services
  • Court accounting for estate and guardianship
  • Fiduciary administration and personal management services

Our goal is to work with your financial and legal professionals to help you develop a plan that goes beyond just the numbers and the laws and addresses the needs and desires of you and your family as a whole.  With accountants, attorneys, and financial advisors on staff, we have the background and expertise to be active players in the process and not just passive number crunchers.  


We are familiar with the full spectrum of estate planning vehicles from simple by-pass trusts and irrevocable life insurance trusts to more complex vehicles such as charitable giving techniques and the use of family limited partnerships.  Like in any aspect of your life, estate planning is important to ensure that through lifetime gifting programs and post-mortem transfers, your family and beneficiaries are able to enjoy the legacy you built for them.  

 

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