As you consider your legacy, what are your goals? Have you considered how proactive gift and trust planning will impact the people that matter most to you? An effective strategy for gift and trust planning is one of the most important tools in protecting your assets for the next generation and bringing peace of mind for what lies ahead.

We can help you understand your options related to income, gift, and trust planning. Our services include:

• Trust tax planning and compliance
• Gift tax planning and compliance
• Wealth transfer strategies
• Planned giving programs
• Charitable giving programs

 Contact us today to discuss your questions