Estate

Estates, Gifts + Trusts

Proper estate planning can be a bonanza to your spouse and other heirs in terms of both tax dollars saved and simplicity of administration. We work closely with your attorney to develop the plan that best suits your needs and achieves your goals. When the time comes, we work closely with your attorney to offer estate administration services, including estate and income tax compliance, probate accounting and if needed, litigation support.

Find Answers to Your Estate Planning Questions