Estate planning, Executor and Trustee services
Effective estate planning is one way to provide financial security for loved ones. For businesses, it means a smooth succession of ownership. We’ll help you navigate the complex and changing tax laws to facilitate the transfer of wealth and to minimize estate and inheritance taxes. Often, people set up trusts to manage property for the benefit of family members. As trusted advisors, we often serve as their trustee. We also serve as their Power of Attorney or Executor. Since Trustees owe a fiduciary duty to beneficiaries, it is important to choose someone who is honest and understands taxes, finances and business.