ESTATE & TRUST SERVICES
Estate services focused on you and your family
Estate planning is not just having a will.
Our team provides estate and income tax planning all under one roof.
Financial Planning
- Strategic management of inherited assets
- Required minimum distribution “RMD” planning
- Insurance and liquidity analysis
Wealth Transfer
- Annual and lifetime gifts
- Charitable giving strategies
- Review of trust agreements and estate plans
Tax Planning & Preparation
- Personal income tax planning and preparation
- Trust and fiduciary income tax planning and preparation
- Gift and estate tax planning and preparation
Decedent Services
- Preparation of final individual income tax returns
- Estate administration accounting and support
- Preparation of estate tax returns
