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

What Does the Supreme Court Kaestner Decision Mean for My Trust?

Many trustees, beneficiaries, and settlors are aware of the U.S. Supreme Court’s recently-issued... more
Blog

Guidance Issued on Calculating and Reporting the QBI Deduction for Tax-Exempt Trusts

The IRS has issued guidance to tax-exempt trusts with unrelated business income, which claim the... more
Blog

Related Industries

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