Trust & Estate Planning

A living trust creates a financial blueprint for your estate and offers stand-by protection in the event of illness or incapacity.  While you are living, our team can assist you with your financial affairs and offer a wide array of services to ease the burden of managing your finances.

Trying to settle the estate or trust of a loved one can be an overwhelming process, which is why it is so important to have a plan.  Our team can take the administrative burden off your family members and provide a neutral third party to make sure your wishes are carried out. 

Our team of financial professionals can assist you with exploring the different types of charitable trusts or accounts that may be the right fit to meet your charitable intent.  Working closely with your attorney and tax counsel, we help you determine how different strategies can provide you with various tax deductions and benefits, residual benefits or payments to you or your family (if desired). 

Irrevocable trusts provide a flexible and strategic estate planning tool, offering a range of advantages that adapt to different financial objectives and family dynamics. Minimizing estate taxes, ensuring asset protection, and providing unique provisions for the care of a special needs kid are three major benefits.