Estate and Trust Planning

When families are grieving, managing an estate can be especially daunting. Every situation is unique and having a plan in place can provide peace of mind for you and your family. You do not have to go it alone. We can provide guidance on estate and trust planning from a financial perspective before you work with an attorney to draw up legal documentation.

We can help with:

• Estate taxes
• Understanding different types of trusts, like revocable and living trusts
• Setting up trust accounts
• Reducing the taxable estate through charitable giving
• Advising on beneficiaries