<h2>Services: Trust Planning</h2>

Services: Trust Planning

Having a trust in place can help address estate taxes and better distribute your assets upon your passing. It can help streamline the process of transferring your estate and wealth to your family, a charity or loved one with special needs according to your specific wishes.

We assist clients in determining which situations it makes sense to have a trust established in conjunction with their estate plan to help create a more well-rounded and efficient estate plan.