Estate & Trust Services

We will work with you to create an estate plan that will minimize estate and gift tax and maximize family wealth. We provide the following services:

    • Identify your wealth preservation goals.
    • Review your wills, trust instruments and list of assets
    • Estimate estate taxes
    • Identify and discuss potential tax saving alternatives
    • Discuss family owned business issues and options
    • Help develop a lifetime gift program using family limited partnerships, charitable trusts, and using annual exclusion gifting
    • Prepare tax returns (estate, gift, and fiduciary)