Estate planning and trust administration — it’s much more complicated than drafting the proper legal documents. And that’s where our experience and knowledge can help develop the right approach to meet your goals.
Because of our longstanding knowledge of our clients’ financial picture, we’re able to ask the right questions to help them create the plan that meets their needs. Some need help with developing a successful transition or sale of a closely held business. Others have concerns about preserving family wealth as the assets pass to younger generations. And almost all need guidance regarding today's complex gift and estate tax laws and how to plan and protect their wealth in the future.
Of course, we stay current with the ever changing tax laws in this area and know how to apply them to your situation. But our advice can go beyond that — building a plan that incorporates both the financial components with the intangible issues every family has to face.