Estate Planning and Administration

An estate plan can help your family or business protect the assets you’ve worked hard to acquire. Our team helps you navigate the process of preserving and directing your assets, while also providing tax compliance and administrative services to help maximize the benefits of your estate plan.

We provide specialized tax services including:

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Estate Planning

Our team will help you refine your estate planning strategies by reviewing your trust and entity documents, and we will explore ideas to help you achieve your goals of wealth transfer, minimize taxes, and provide financial support for family members.

• Gift Planning

Estate Tax Minimization

Our team will work with your attorney and financial planner and life insurance agent to create strategies to preserve your wealth and assets and protect your estate from transfer taxes. This includes optimizing your company’s business succession.

• Estate and Fiduciary Tax Return Preparation

We will guide you through changing tax laws and when to file an estate return. This process involves the planning and preparation of federal and state fiduciary returns.

• Estate and Trust Administration

• Fiduciary Compliance

• Trustee Services

Estate Liquidity Planning

Following the passing of a loved one, there is often an immediate need for cash to help cover related expenses. To help alleviate this burden, we will provide you with a plan to avoid or minimize probate, prepare for funeral costs, and convert assets and life insurance to cash.