Trusts & Estates
Manage assets with trusts and estate planning.
Many are scared off by the term “trust”. But such an estate planning vehicle is nothing more than a structure that helps the person setting it up, set aside some assets for their benefit or the benefit of others. The reason for setting up a trust in the first place is to manage assets if you are in good health, in the event you become incapacitated, or to facilitate the transfer of assets to others upon death so as to bypass or minimize the need to for probate.
We have a team of trust professionals with many years of experience administering trusts and settling estates. Where we really provide value is our attention to detail to make sure the entire process of estate management goes smoothly and optimizes what is passed on to the next generation.
Think About Now
- Revise your will and estate plan to optimize tax advantages
- Revise your will to address current tax codes
- Effectively passing property to beneficiaries
- Ensure privacy of your financial matters
- Payment of household expenses
Long Term Goals
- Provide for special care in case of incapacitation
- Develop a strategy to avoid costs and delays of probate
- Develop a strategy for well-managed distribution of your assets to your beneficiaries
- Develop a gift giving strategy to reduce your estate taxes
- Develop a plan to provide care for minor children
- Provide for management for your business interest
Guardianship Services
- Professional portfolio management
- Account administrator assigned to each account
- Regular statements detailing all account activity
- Automated addition and/or withdrawal system
- Bill paying services
- Professional service with a personal touch
Estate Planning Services
- Explain how estate planning benefits you and your family
- Explore and determine goals and objectives
- Detailed review of your current estate plan
- Determine if current plan meets your goals and objectives
- Recommend changes, if applicable, to improve your plan
- Monitor changes in the tax and legal systems which affected your plan
- Meet with you and your other trusted advisors, such as CPA and estate attorney.
Estate Administration
- Knowledge of the probate process
- Professional experience in estate settlement
- Full-time commitment to the process
- Personal, unbiased attention for survivors
- Access to related services including investment management and trust admininstration
- Access to qualified professionals in the legal, accounting and appraisal fields
