Estate/Gift/Trust Planning

There are three places your money can go when you pass away:

  • Your heirs
  • The government
  • Charitable organizations

With our help, you can minimize your estate taxes so your assets go to the people and organizations that you hold dearly.

Estate planning, which often includes gift and trust planning, helps your family in the event of death or disability. We often work with estate planning attorneys to make sure you have a coordinated plan in place. Without proper estate planning, your heirs end up in probate court, which can be extremely time-consuming and expensive.

With more than 30 years of experience, our team has the tax expertise and practical knowledge to help you and your family. Our team keeps up-to-date on the changing tax laws related to gift, trust, and estate planning at both the federal and state levels. We understand the complex tax landscape and the successful strategies that help you pass along as much wealth as possible.

With smart estate planning, you reduce both taxes and trouble for your loved ones.

Give as a call to discuss your estate planning needs.

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