Estate and Trust Planning

Estate and trust planning can go a long way toward establishing financial security for your loved ones. For business owners, planning facilitates a smooth succession of ownership and business continuity.

As your trusted advisor, we focus on protecting your assets, staying current on changing tax laws, and minimizing tax liabilities for your estate—and your heirs. We work with you and your attorney to help you understand the tax implications of your current estate plan and offer recommendations based on tax law changes.

We can help you understand and navigate all aspects of your estate and trust needs, including:

  • Trust return preparation and guidance
  • Estate return preparation and guidance
  • Gift tax return preparation
  • Wealth transfer strategies
  • Consultations with your attorney and financial advisor with regards to initial planning or estate plan updates