Estate, Gift, Trusts

Preservation and control of your estate requires planning to ensure that your ultimate goals are met. A major part of this plan is the efficient management of your income, estate and gift taxes. Individuals need plans tailored to their specific needs and goals. An advisor can work with you to understand your goals and develop a plan to meet your goals.

Our tax team has significant experience working with high net worth individuals and others to develop an estate and gift tax plan. Whether you have a large estate or a modest one, a closely-held business, or simply cherished family heirlooms and prized possessions to bestow, it’s important to consider estate and gift taxes. There are a number of tax planning strategies you can employ to ensure your ability to transfer wealth is maximized.

Estate, Gift & Trust Services

Our tax planning professionals offer comprehensive advice on a variety of estate, gift tax planning and compliance issues, including:

  • Preparation of Estate and Gift Tax Returns
  • Development of Estate Plans
  • Gifting
  • Estate and Asset Valuation
  • Financial and Tax Projections
  • Property Ownership Transfer
  • Beneficiary Representation

Contact Us

If you are looking for assistance with your estate, gift or trust strategies, contact us today. We look forward to helping you accomplish your goals.