Our Personalized Approach
Identifying Your Goals
We will help you identify and clarify your estate planning goals. We will help you ensure these goals center on preserving your family’s wealth and on directing the disposition of your family’s assets, while reducing potential estate and income tax liabilities.
Reviewing Your Current Situation
We will analyze your financial position, as well as gain an understanding of your family and business dynamics. As part of our comprehensive and personalized approach, we will review your existing will and trust documents and then listen carefully to your desired family legacy and the intent of your estate. We will review your family’s assets and discuss where your wealth will go, both in value and in actual transfer.
Developing Estate Planning Strategies
After reviewing your current personal and professional situations, we will develop and evaluate strategies to fulfill your needs by balancing competing personal and financial goals.
Coordinating the Estate Planning Team
We will then work closely with the various stakeholders on your estate planning team—attorneys, financial or investment advisors, insurance agents, bank trust officers and others as needed—to ensure proper implementation of your estate and financial plans. We collaborate with you and your estate planning team so that your plans are executed in your best interests and help prepare you and your family to adapt to life changes.
Implementing and Monitoring
Implementing estate planning can take time and the involvement of your various advisors. We will communicate with your team to help coordinate the estate planning process, such as the selection of an attorney to draft documents, the transfer or retitling of assets, gifting programs or purchase of insurance. Most importantly, we will continue to monitor changes in your family’s health, business and other life situations to assess the continuing validity of your estate plan and its relevance under the law.
Estate and Trust Administration
Our advisors assist personal representatives and trustees in the day-to-day administrative duties associated with serving in these roles. Additionally, we have the skills and expertise to prepare and file federal and state estate tax returns, fiduciary income tax returns, federal gift tax returns and individual and business income tax returns.
Our Expertise and Strength
We have a dedicated group focused exclusively on the specialized area of estates and trusts. With the combined experience of more than 100 years, our trusted advisors include credentialed professionals designated as CPAs, JDs and AEPs.