PERSONAL SERVICES

• Divorce Planning

• Estate & Trust

• Financial Advisory Services

• Investment Services

• Tax Planning & Preparation

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Estate & Trust Planning Services

Our estate and trust team combines education, experience and credibility to provide valuable assistance in estate planning, trust considerations and the related tax returns.

We have experience in family financial planning; helping closely held businesses minimize their tax burdens and facilitating the transfer of ownership between generations. We also have expertise in trust accounting and the preparation of fiduciary tax returns.

We also assist attorneys in providing a complete package of estate and trust solutions for their clients. We are cost-effective and provide timely service and fast-turnaround, any time of the year. Call your local office to discuss how we can assist you in providing efficient client service.

Estate Planning Services

• Evaluate buy-sell agreements
  

• Gifting program
  
• Evaluate life insurance needs
  
• Trust options and alternatives
  
• Tax considerations and alternatives
  
• Business succession planning
  
• Business valuations
  
• Family financial planning
  
• Generation skipping transfers
  
• Business succession planning including family business transitions

Estate Services

• Assistance with estate inventory accumulation
  

• Estate return preparation
  
• Estate accounting
  
• Conservatorship services
  
• Post mortem planning
  
• Business valuations

Trust Services

• Resolve funding issues
  
• Trust accounting and preparation of returns
  
• Charitable trusts

To speak to trust and estate expert, please contact your local office or use our information request form.