Estate Planning


Safeguarding and accumulating wealth for your family’s long-term financial security is an easier task with the help of a financial advisor. We have the understanding and technical services to handle the complex issues surrounding the creation and preservation of wealth and the orderly transfer of assets to the beneficiaries. Our estate and trust services are tailored to meet your specific needs, which may include: Techniques to maximize the transfer of your estate (i.e.substantially reduce the taxable value) Use of various tools, such as lifetime gifting programs, living trusts, family limited partnerships, qualified personal residence trusts, and charitable remainder trusts Preparation of federal estate tax returns, estate and trust income tax returns, and gift tax returns Business succession planning Executor/trustee assistance

Safeguarding and accumulating wealth for your family’s long-term financial security is an easier task with the help of a financial advisor. We have the understanding and technical services to handle the complex issues surrounding the creation and preservation of wealth and the orderly transfer of assets to the beneficiaries. Our estate and trust services are tailored to meet your specific needs, which may include:

Techniques to maximize the transfer of your estate (i.e.substantially reduce the taxable value)
Use of various tools, such as lifetime gifting programs, living trusts, family limited partnerships, qualified personal residence trusts, and charitable remainder trusts
Preparation of federal estate tax returns, estate and trust income tax returns, and gift tax returns
Business succession planning
Executor/trustee assistance

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