Trusts and estates
Owners of family-owned or closely-held businesses need to consider the future of their business and family when doing their estate planning. Careful planning will reduce the stress and anxiety of transition to the next generation.
Working closely with your other trusted advisors such as attorneys, investment advisors, and consultants, we can assist in devising an optimal plan that will achieve your estate and giving goals.
Our services include:
Working closely with your other trusted advisors such as attorneys, investment advisors, and consultants, we can assist in devising an optimal plan that will achieve your estate and giving goals.
Our services include:
- Reviewing wills, trusts, and other estate planning documents with your attorney
- Business succession planning
- Life insurance planning with your insurance advisor
- Asset protection planning with your attorney
- Multi-generational wealth planning with your investment advisor
- Single and multi-family office consulting
- Charitable gift planning
- Preparing and filing estate, trust, and gift tax returns