Trust and Estates

Peace of mind for those most important to you.

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We have a dedicated center of excellence focused on Trust and Estate Tax matters. We believe that with effective planning, our clients will achieve their long term goals for transferring assets. Whether you have charitable interests or a variety of beneficiaries, minimizing tax penalties on the transfer of assets is an important consideration in a well designed plan.

With decades of experience as tax advisors to trusts and estates, we bring experience to guide our clients through the discussion about how, when and to whom assets should be distributed.

Services
  • Planning for efficient transfer of wealth
  • Assistance with charitable contributions and charitable remainder trusts
  • Estate tax reduction strategies
  • Reducing cost and delays of probate
  • Financial management for unexpected circumstances
  • Special needs planning
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Estate Planning

Our professionals are available to assist in creating an estate plan or to review an existing trust agreement. We work closely with you and other professionals such as attorneys, charities, and financial planners to ensure the plan accomplishes your goals.

We believe that annual year end planning should be comprehensive to review more than your business or personal income taxes. A complete year-end tax assessment will include reviewing your estate plan and estate tax situation as part of the process. Our estate planning center of excellence comprised of knowledgeable professionals provides the resources you need for a successful plan.

Whether you’re considering a thorough estate plan for the first time or a review of an existing trust agreement, we are available for guidance. Our estate planning services include family limited partnerships, qualified personal residence trusts, probate estates and irrevocable life insurance trusts.

Learn more about our financial planning services here.