Estate Planning

We offer help in:

  • Estate and gift planning
  • Trust planning
  • Asset protection planning
  • Charitable planning
  • Estate, gift and fiduciary income tax return preparation
  • Court accounting for estates and conservatorships
  • Fiduciary administration

During a typical “success planning” engagement, we focus on retirement, business succession and estate and trust planning. Your retirement planning will help determine optimum timing and what level of annual spending can be maintained. Business succession is one of the most important “success” factors a business faces in sustaining itself for generations. Succession planning requires forethought, teamwork and consistent evaluation. We help you bring order to your financial affairs so you minimize the tax, probate and conservatorship costs. We assist you with the sensitive issues surrounding business, family, industry, management and ownership.