Estates & Trusts.

Do you have a plan for your estate? Proper estate planning ensures that your wishes are followed and safeguards the financial well-being of your loved ones. Our role is to guide you through intricate, changing tax laws with the goal of facilitating the transfer of assets and diminishing the tax liability of your beneficiaries. We will assist you in the management, preparation, and amendment of legal documents including wills, trusts, community property, agreements, and insurance.
Services include:

  • Estate Planning
  • Business Succession Planning
  • Review of Estate and Trust Documents
  • Preparation of Estate Tax Returns
  • Preparation of Gift Tax Returns
  • Preparation of Fiduciary Tax Returns