Trust & Estate Services
Creating wealth is one thing. Preserving wealth is another. Our primary aim of trust and estate services is to ensure that your wealth is distributed according to your wishes.
Providing for the next generation – leaving a lasting legacy – requires that you plan thoughtfully and strategically. Our team removes the burdens of financial, investment, and tax planning from your shoulders, anticipating your needs and building financial peace of mind.
Highlights of our services include:
- Revocable and irrevocable living trusts
- Testamentary trusts (trusts under will)
- Special needs trusts
- Charitable trusts
- Estate administration
- Directed Trustee
We know that you and your family are unique. Let's tailor a plan specific to you.
Estate Services & Administration
Special Needs Trusts