Trusts & Estates

Passing on your assets and wealth to the next generation requires careful planning. A trust helps you to establish the appropriate legal protection for your assets well in advance. By working with experienced attorneys and financial planners, we develop customized planning strategies to facilitate the smooth transfer of assets while limiting the tax liability of beneficiaries. In addition, we provide in-depth tax and compliance services to help you reduce the burdens and annoyances of estate administration.

Here are some of the services we offer for managing trusts and estates:

  • Estate Planning Services
  • Gifting Strategies
  • Credit Shelter Trusts
  • Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Efficient Usage of Estate Tax Exemption
  • Trusts and Estate Compliance Services
  • Fiduciary and Gift Income Tax Preparation
  • Financial Records Maintenance
  • Probate Accounting Reports Preparation


Give us a call today to discuss how we can help you protect and preserve your assets for the next generation.