You have worked hard to build your financial legacy we can help you protect your assets, limit tax liability, and ensure your loved ones are taken care of through careful estate and trust planning. No one wants to think about death, but we can ensure your finances are in order, your wishes are honored, and give you peace of mind. 

Despite constant misconceptions, estates and trusts are not just for the wealthy. If you have assets of any kind or have a disabled dependent, it is essential to have a conversation about the possibility of setting up an estate or trust. There are numerous types of estates and trusts, and we can help you navigate that process with your best interests in mind. 

If you don’t already have an estate attorney, we can make a referral to local attorneys we know and trust. If you already have one, we will work in tandem to ensure your plan considers all the relevant tax implications.

We can also assist with gift and inheritance taxes and discuss options for transferring your assets. These taxes vary by state, and our team is well-versed in those nuances. 

Services provided:

• Preparation of fiduciary, estate, gift, and inheritance tax returns
• Identifying potential liquidity issues
• Review of wills and trusts 
• Retirement & estate planning 
• Charitable trusts
• Asset & wealth protection