Estate Gift & Trust

We understand that when it comes to providing for your family’s future, the stakes are high.

We’re here to guide you through the bewildering maze of federal and state estate, gift, and trust tax laws. We can help you minimize tax on transfers of wealth, provide for your family and future generations, and meet your charitable objectives.

We handle all aspects of estate, gift, and trust tax planning and compliance including:

  • Estate, gift, and trust tax return preparation
  • Asset protection strategies
  • Multi-generational wealth transfer planning
  • Business succession planning
  • Charitable gifting strategies
  • Legacy and elder care planning
  • Estate and trust administration
Blog

New IRA Distribution Rule

As we rang in 2020,  the Setting Every Community Up for Retirement Enhancement Act of 2019, also... more
Blog

New Private Foundation Tax Rate

The new year has brought us the Setting Every Community Up for Retirement Enhancement Act of 2019,... more
Blog

Starting a Private Foundation

Private foundations are independent legal entities that are typically funded by individuals,... more

Related Industries

We have your estate, gift, and trust needs covered. Learn more about our industry specialties.