Estates and Trusts

Successful estate planning transfers assets to beneficiaries with minimal tax consequences. Good planning allows you to leave more to the people or organization of your choice. Estate planning can also ensure that family members know how you would like your financial and medical affairs handled if you become incapacitated.

We help our clients with the following strategies:

  • Charitable Remainder Trusts
  • Family Limited Partnerships
  • Irrevocable Life Insurance Trust
  • Lifetime Giving
  • Periodic Accounting
  • Planning Strategies Using Trust
  • Private Foundations
  • Succession Planning
  • Valuations