Estate and Trust Planning
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.
Our firm can review your current estate strategy or help you create one. We can discuss your needs and concerns and help you achieve your goals, whether they are to minimize estate and gift tax, provide security for a surviving spouse, or facilitate the transfer of assets to your beneficiaries. We will work directly with your attorney and/or financial planner to make sure your goals are attained.