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Trust and Estate Planning

Client Centered

We offer a full range of trust* and estate services to help you navigate the complex and often emotional decisions that come with safeguarding your assets for future generations. Having an estate plan to control the distribution of your assets can help benefit you, your family and the charities you care about.

We have the resources to customize a plan that not only works toward preserving your assets but also helps you share your wealth for future generations and the causes you care most about.

*Trusts should be drafted by an attorney familiar with such matters in order to take into account income, gift and estate tax laws (including generation skipping transfer tax). Failure to do so could result in adverse tax treatment of trust proceeds.

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