You've worked a lifetime to build your wealth. We’re here to help you protect it.
Estates & Trusts
Estate planning and trust administration is much more complicated than drafting the proper legal documents. Planning for the distribution of your assets is only one aspect of a comprehensive estate plan.
Our experience and knowledge helps us strategize to meet your goals.
Strategic and personalized advice.
Thanks to our longstanding knowledge of our clients’ financial pictures, we’re able to ask the right questions to create the right plans. Whether you need help developing a successful transition or sale of a closely held business, or you have concerns about preserving family wealth as assets pass to your next of kin, the right guidance regarding today’s complex gift and estate tax laws will ensure your wealth is protected tomorrow.
Estate and Trust Planning Services
Our accountants are ready to work with your attorney to coordinate your estate planning. Common services include: