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Estates & Trusts

Estates & Trusts

Coordination

  • We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney.

Plan

  • Create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.

Implement

  • Deliver trust and estate plans that enable you to achieve your financial goals.
  • We plan, prepare and file trust returns so you are always compliant.
  • Manage trust’s books, prepare bank reconciliations, and bill payment.