Trust and Estate services

Effective estate planning facilitates the orderly transfer of “pieces” to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can review your estate game plan and guide you through the complex spaces on the board and get your financial affairs in order.

  • Tax return preparation

  • Tax projections and planning

  • Estate and inheritance tax preparation

  • Elder care money management