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Estate and Trust Planning

Estate, gift, and trust tax planning to protect your wealth, minimize transfer taxes, and prepare your business and family for multi-generational success.

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Plan for What Matters Most

Owners of family-owned or closely held businesses need to plan carefully for the future of their business alongside their personal estate. We help you protect your wealth, minimize transfer taxes, and prepare for smooth transitions between generations. We work closely with your attorneys, investment advisors, and other financial professionals to develop a long-term estate plan and stay current on tax law changes that affect your strategy.

What We Do

1

Estate Plan Review

Evaluation of your current estate plan to identify opportunities to minimize transfer taxes and achieve your wealth transfer goals.

2

Gift Tax Strategy

Strategic gifting programs that transfer wealth tax-efficiently during your lifetime while staying within applicable limits.

3

Trust Planning and Compliance

Guidance on trust structures and preparation of required trust tax returns to maximize tax benefits.

4

Business Succession Integration

Coordination of estate planning with business succession strategies to ensure smooth ownership transitions.

5

Advisor Coordination and Monitoring

Collaboration with your attorneys, wealth managers, and other advisors, with ongoing monitoring of tax law changes and life events.

Who Is This For

  • Owners of family-owned or closely held businesses planning for succession
  • High-net-worth individuals and families with wealth transfer goals
  • Individuals with trusts or complex estate structures
  • Families coordinating estate planning across multiple advisors

Meet the Team

Our estate and trust team brings decades of experience in wealth transfer planning, trust taxation, and business succession.

Ready to Get Started?

Let's talk about what you need and how we can help.

Connect With Us Call: (610) 544-5900

Related Resources and Insights

Stay informed with our latest articles on personal tax planning, preparation, and strategy.

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