HOW WE WILL HELP
We can help you to set up your trust correctly so that you don't have to worry about those left behind. We examine your financial portfolio, real estate, life insurance, and other assets to create a plan that will protect your wealth. We also pay close attention to make sure you are not taxed unnecessarily and your assets go where you want them.
Estate and Trust Planning
Estate and Trust planning is very important for everyone so that your wealth does not get stuck in probate. When you have a will or trust you can rest easy knowing those you leave behind are taken care of just the way you mean them to be.
What is Estate and Trust Planning?
Making sure that you take the time to plan for what can happen is important. It will protect your assets and ensure they are passed down from generation to generation. A trust is an arrangement that allows a trustee or third party to have control of assets on behalf of the beneficiary. With a trust plan, you can state how and when you want those assets to past to the trustee.
Items we handle:
- Estate tax returns
- Fiduciary income tax returns
- Gift tax returns
- Fiduciary and probate accounting
- Trust planning
- Will and trust consulting
