Estate Planning & Trusts

Charting Your Legacy

Your estate plan is more than a safety net. It is a strategic tool to preserve your business, protect your family, and secure the legacy you have worked so hard to build. With over 67 years of leadership, experience, and expertise, our talented team of CPAs and advisors understands the nuances of estate planning. In today’s ever-changing economic landscape, we provide resources that go beyond traditional audit, accounting, and tax services. We can help you develop a comprehensive estate plan that streamlines the process, minimizes tax liabilities, and ensures your assets are distributed according to your wishes. We will work with your attorney as they draft the legal documents required to implement a plan that best suits your needs—providing peace of mind for you and your loved ones across generations.

Estate Tax Planning

We design estate plans that reflect your intentions while incorporating tailored strategies to reduce estate tax exposure, protect beneficiaries from potential creditors or legal claims, and preserve your legacy. Our collaborative approach involves working closely with attorneys, insurance professionals, and investment advisors to deliver a comprehensive plan.

Three-Step Approach

We remain dedicated to supporting your financial growth and long-term planning. Our specialized Estate & Trust team provides strategic guidance tailored to your unique financial goals. We simplify estate planning, minimize tax liabilities, and ensure your assets are distributed according to your wishes—empowering you to build a secure future.

Plan

We begin by understanding your goals and circumstances, allowing us to design the most tax-efficient strategies while minimizing external risks.

Perform

We implement customized estate and trust strategies that preserve wealth, safeguard assets, and align with your long-term vision.

Report

We provide clear insights and expert guidance that keep your plan on track, helping you achieve lasting financial stability and peace of mind.

When We Say Experts,
We Mean Experts.

We have a dedicated team of professionals that has the in-depth experience, knowledge, and skill to bring new ideas and solutions to help you find long-term success. Below is a list of accredited affiliations and associations our audit team work with on a regular basis.