Estate & Trust Planning

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Preserve Your Legacy

Estate planning on your own can be complicated and costly, and the list is endless. With state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401 Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment, just to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Why Choose Us

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. The hassles and red tape associated with estate planning can be daunting, but you do not need to do it alone. Our team is waiting to assist you through every step of the process.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations, and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives to help you:

  • Clearly define your estate planning goals
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one
  • Evaluate and recommend estate planning options
  • Prepare, organize, and review your estate planning documents, including current wills, trusts, health care, and power of attorney
  • Decrease the problems and expenses associated with probate
  • Lessen taxes at the time of death
  • Arrange for management of your estate in the event you are incapacitated
  • Draft a working plan for conserving and effectively managing your estate after death
  • Transfer the assets of your estate to your heirs the way you want
  • Organize fair and adequate liquidation of the estate to cover taxes and other expenses
  • Amend your plan as needed
For Every Financial Need

How We Can Help

Tax Services

From planning to preparing and filing, we assist every step of the way. We ensure that our clients are compliant with all IRS regulations.

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Audit & Assurance Services

We assist with assurance and reporting requirements placed upon many entities, such as nonprofits, government agencies, and other organizations.

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Business Services

Depending upon the size and financial sophistication of your organization, outsourcing your business accounting services will save you time and money.

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Individual Services

We help ensure a bright and secure future for our clients and their families through Financial & Retirement Planning as well as Estate & Trust Planning.

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