ESTATES & TRUSTS
PLAN. PROTECT. PROVIDE.
In the complex area of estate and trust planning, much is at stake. Our experts can guide you through this process, ensuring that your family, the charitable causes you support, and your beneficiaries will receive their intended inheritance with a minimum of estate and gift tax liability. For business owners, planning for business continuity and succession of ownership is essential to reducing or eliminating the tax due on the transfer of your business and other assets. Our carefully crafted plans utilize strategies that not only benefit you during your lifetime but ensure your legacy for generations to come.
Specialized services for our Estate and Trust clients include:
- Explaining the tax implications of irrevocable, revocable, charitable and grantor trust options
- Incorporating a trust into your business succession plan to minimize tax liability
Using trusts to direct legacy charitable contributions
Establishment of an irrevocable trust to support current and ongoing needs of family members
Providing annual tax planning that supports your estate plan
Understanding the options and impact of real estate investments on your estate plan
Coordinating our services with your other advisors
Helping personal representatives navigate the challenges of settling a family member’s estate