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Estate and Trust Services

We have a hands-on approach to wealth planning and management. We work with business owners and high-net-worth clients to create strategies that eliminate, minimize, and defer federal and state income, estate and gift taxes.  We develop and implement planning solutions to protect our clients’ assets and wealth through multiple generations. A sample of services we offer are below:

 

  •  Gifting strategies
  •  Estate and trust returns
  •  Gift tax returns
  •  Estate and trust administration
  •  Professional trustees