Trusts & Estates

Effective trust and estate planning is essential in ensuring that your assets will be preserved and distributed according to your intentions. It requires specialized resources to seamlessly facilitate the transfer of your assets, while minimizing any associated estate and gift taxes to assure that your wishes are honored, and your beneficiaries receive expert care and planning.

For more than 40 years, our estate planning experts have helped clients with the comprehensive planning of their trusts and estates, working directly with the families and their team of trusted advisors, including attorneys, financial planners, insurance agents, trustees and executors. We help fiduciaries navigate successfully through the myriad of tax laws and regulations that govern trusts and estates, insuring that they stay in compliance with all laws and regulations.

Our estate planning professionals are CPAs with specialized training in estate, tax and trust matters. They are Personal Financial Specialists (PFS) and Certified Financial Planners (CFP®).

Serving as a trusted advisor, we offer a wide range of comprehensive planning services, including:

  • Estate and Trust Taxation
  • Estate and Trust Administration
  • Lifetime Giving Strategies, Gift Tax and Charitable Trusts
  • Alternatives to Probate
  • Life Insurance and Liquidity Analysis
  • Beneficiary Designations
  • Business Continuity Plans and Buy/Sell Agreements
  • Family Partnerships