Trust and Estate Clients

We provide specialized services for trust and estate planning, helping ensure your assets are managed and distributed according to your wishes. Our services include:

Goal-Based Estate Planning

Tailored estate plans to meet your specific goals, ensuring your assets are distributed according to your wishes. We help you articulate your goals and develop a plan that reflects your values and priorities.

Family Gift Planning

Plan for family gifts and transfers, ensuring they are done in a tax-efficient manner. We help you navigate the complexities of gift planning and develop a strategy that aligns with your goals.

Lifestyle Change

Adapt your financial plan to major life changes, such as marriage, divorce, or the birth of a child. We help you navigate these transitions and update your plan to reflect your new circumstances.

Special Needs Planning

Help ensure the financial security of loved ones with special needs, creating a plan that provides for their care without jeopardizing their eligibility for benefits. We help you navigate the legal and financial complexities of special needs planning.

Tax Planning for Large Estates

Minimize tax liabilities for large estates, preserving more of your wealth for your heirs or charitable interests. We help you understand the tax implications of your estate plan and develop strategies to reduce your tax burden.

Charitable Gift Planning

Maximize the impact of your charitable contributions, ensuring your gifts are aligned with your values and goals. We help you develop a charitable giving strategy that reflects your philanthropic vision.

Windfall Planning

Manage unexpected financial windfalls effectively, ensuring they contribute to your long-term financial security. We help you develop a plan to handle sudden wealth, protecting your interests and maximizing its benefits.

Your Trusted Advisor Every Step of the Way

Don’t wait any longer. Contact us today and let us help you.
You have questions – we have answers.