Estate, Gift & Trust Planning and Compliance


Estate, Gift & Trust Planning and Compliance

Safeguarding your estate is one of the most important things you can do. Smart estate, gift and trust planning safeguards your estate by minimizing estate and income taxes for your heirs, provides a secure financial future for you, helps ensure future generations benefit in the manner you desire and can protect your assets from liability claims. Our estate, gift & trust planning professionals work closely with you to help you achieve these objectives.

  • Asset protection planning.
  • Estate and gift planning.
  • Post-mortem estate planning.
  • Charitable and family transfers.
  • Charitable gift planning.
  • Trust planning.