Estate, Trust, and Gift Services

The ever-changing estate tax environment requires guidance and counsel to navigate the complex estate and trust situations.  Our estate planning group can help.  Providing sophisticated, cutting edge wealth preservation and transfer techniques for individuals is our focus.  

Our estate planning services include advanced estate preservation and transfer planning, qualified plans and IRA distribution planning and estate and trust administration including tax returns, accountings and post death planning, financial planning, business succession planning, and charitable planning.

We have a long history of assisting clients with their estate planning needs and goals, including succession planning for family owned businesses, utilization of trusts and other vehicles to minimize estate and gift taxes, and other strategies designed to meet each family's estate planning goals.  Whether your goals are to maintain privacy, minimize taxes on the transfer of assets, and/or maintain certain assets within your family, our firm can help design and implement appropriate strategies.

We can assist you in many ways:

• Maximize wealth transfer to your heirs, minimize taxes, and maximize your charitable goals.
• Provide quantitative, analytical results for comparative planning techniques or comprehensive planning solutions.
• Provide IRA and Qualified Plan distributions advice including beneficiary designations, Roth IRAs, and tax-advantaged distributions from Employer Qualified Plans.
• Consult with our national network of CPAs, attorneys, financial planners, and the IRS on issues related to your planning.
• Charitable planning with trusts and other vehicles to redirect your capital and create charitable legacies.