Trust and Estate PlanningHelping You Maximize Your Wealth Succession

For over 75 years, we have been providing our clients with estate and wealth succession planning services. Estate planning is essential for all individuals to ensure appropriate management of your assets during your lifetime and for your family’s future financial security. During the planning process, our professionals will assist you, your attorney, and other advisors to develop a plan that achieves your objectives in the most tax efficient manner possible. This may include, finding gifting opportunities to loved ones, setting up charitable giving plans, creating trusts for children and future generations, and developing succession plans for your businesses. 

Whether you are an individual whose estate plan includes multiple trusts, the executor of an estate, gifting a sizable amount, or anyone else with a question about trusts, estates, and gifting, our practice has the professionals to assist you. We will make sure you understand the strategies and tax implications of your wealth succession plan and will help you meet your goals while complying with state and federal filing requirements. 

Your Questions, Answered

  • How can I protect the wealth I have accumulated?
  • How do I transfer my assets during my life?
  • How do I transfer my assets at end of life?  What happens to my assets if I do not have a will?
  • What do I do with my business?
  • What is the smartest way to donate to my favorite charities?

Legacy Planning Services

  • Tax minimization planning 
  • Preparing gift, trust and estate income tax returns, including the following:
    • Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return
    • Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return
    • Form 1041, U.S. Income Tax Return for Estates and Trusts
    • Form 5227, Split-Interest Trust Information Return
  • Trust administration and preparation of trustee accountings
  • Business succession planning
  • Asset management

Our interdisciplinary team provides a full suite of wealth preservation services including: 

 Insights and Resources