Trust and Estate Planning
Taking care of future generations, now
Each trust and estate we handle is as unique as the families we serve. There may be multiple heirs, blended families and individuals with special needs or continuing care. There may be business interests, real estate and non-marketable securities. Regardless of the degree of complexity, we can also consult with your team of trusted professionals to help guide you in the preservation and transfer of wealth across generations.
- Effective planning to help minimize estate taxes
- Foundations and philanthropic giving
- Professional management of Trusts
- Assistance for clients serving as Trustees and Executors
- Timely, impartial estate settlement, asset management and administration