Trust & Estates
For your advantage, our partners are able to work together with your specialized advisors to understand and address complex legal, financial and family issues. As a result thereof, we are able to offer a soundly planned and implemented strategy that offers you tax-efficient transfer of control of your wealth, reduced potential for interference from disgruntled claimants, protection for beneficiaries in need, and certainty in the fulfillment of your wishes.
What We Offer
- Estate Planning
- Estate Administration
- Trust Formation
- Trust Administration
Benefits
- Orderly transfer of assets to your beneficiaries
- Provides security for your surviving spouse
- Reduces or eliminates the tax due on the transfer of your business and other assets
