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Estate & Trust Income Tax & Consulting

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Trusted, local advice on taxation of trusts and estates

Planning ahead can offer greater control and privacy; estate planning is an essential part of an individual’s overall financial plan. Our team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations. We work with our clients to coordinate gifts to family members, including preparation of any required gift or generation skipping tax returns that are necessary.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection and minimization of estate taxes.