Estate & Trust
Our creative thinking fosters wealth preservation.
It takes business acumen and in-depth knowledge of the intricacies of the law.
Creating optimal financial plans for transfer of family wealth and business control has always been an integral part of the long-term relationships we cultivate with our clients. As advisors and confidants, we approach each client's wealth preservation set of circumstances for what they always are — personal and unique!
We work with our clients and their advisors to create unique, effective and efficient solutions for wealth preservation plans — solutions that minimize estate and gift tax liabilities, maximize heir inheritance, coordinate asset protection with estate planning objectives, and provide smooth transition, business succession and intergenerational transfers.
- Advisory Services and Planning
- Charitable Giving and Trusts
- Court Accounting
- Estate and Trust Disputes
- Estate and Trust Income Tax Returns
- Family Wealth Preservation & Intergenerational Succession
- Insurance Consulting Services
- Inventory of Assets
- Maintenance of Books and Records
- Retirement Plan Consultation
- Tax Projections, Analyses & Alternatives
- Valuations for Estate Planning Issues
Subscribe to our RSS Feed