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Estate and Trust Planning

Estate and Trust Planning

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your survivors and can reduce or eliminate the tax due on the transfer of your business or other assets. For business owners, providing for continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Trusts come in many varieties and can accomplish many things. They can avoid probate, manage taxes and protect the interests of your survivors. Let us help you answer the challenging questions of what trust best suits your wants and needs and those of your beneficiaries. We can also assist in the ongoing management of your trust including accounting, record keeping, bill paying, tax preparation and more.

Other Estate/Trust related services:

  • Charitable Remainder Trust calculations
  • Life insurance planning
  • Family business transition planning
  • Intentionally defective trustsz
  • Trustee services
  • Business valuations for gifting

 

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