Estate and Trust Services

While an estate plan doesn’t transfer your memories and experiences, it can help to pass on your assets in a way that reflects your values, your goals and the full life you have lived. Estate planning can also help you take care of your family when you’re no longer able to do so yourself.

Our estate planning services are available to you when you bring us into the process at each important life event. Effective planning happens throughout personal life changes such as marriage, the birth of a child, divorce, substantial changes in your net worth or moving to a new state.

Our team can assist you with:

  • General Tax Consulting and Planning
  • Estate and Trust Settlement Guidance
  • Trust and Estate Administration
  • Federal and State Fiduciary Income Tax Preparation
  • Federal and State Estate and Gift Tax Preparation and Projections
  • Post Mortem Tax Planning
  • Trust Planning and Implementation
  • Business Succession Planning
  • Preparation of Court Accountings
  • Charitable Gift Planning
  • Asset Protection Planning
  • Estate Planning Document Review
  • Conservatorship Services

Our Estate and Trust Services Team

Principal
Director