Trusts & Estate Planning

What’s the best way to leave money to loved ones?

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.

We are happy to help you learn more about trusts and ensure they work in concert with your overall financial and estate planning strategies.

Trusts and Estate Planning Services Offered:

  • Trusts (Revocable, Irrevocable, Dynasty/Generation-Skipping)
  • Estate Liquidity Planning
  • Hypothetical Tax Scenarios Specific to Estate Tax and Gift Tax
  • Familial Planning