Trusts & Estates

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What can be more important than the security and future of your loved ones?

Throughout the history of our firm, it’s been a privilege to come alongside and serve families during life’s significant bookends that point to the birth and passing of loved ones.

  • For those who want to help ensure their children’s future, we work with a family’s attorney to create the specific type of trust that can best meet their needs of a child, including the special needs of a disabled child, as well as family’s favorite charities, educational institutions or places of worship.
  • For families grieving the loss of a loved one, we thoughtfully and thoroughly prepare the individual’s final individual income tax returns and estate income tax return(s) and ensure the estate is liquidated and the proceeds are distributed to all benefactors via coordination with the estate’s attorney and personal representative.
  • For those with large estates, we will guide you through the process of filing a final estate tax return and/or gift tax returns.