Estate & Trust Planning

Part of the holistic wealth management approach involves assisting with family planning and developing and keeping multi-generational plans that pass assets the way you desire them to transferred efficiently. Many times, this means helping a client work with legal consul in designing revocable trusts, estate plans or trust for children. Together we determine the most appropriate use of trusts, gifting programs and other strategies to help protect your assets for future generations. Getting your estate planning documents drafted is only the first step, but for the plan to work, the plan needs to be implemented. We are not here to just help you plan, but to help ensure the plan is put in place and implemented, and as time goes on, the plan is adjusted as necessary.

Trustee Support Services

Once trusts are in place those trusts need to be managed. There are many burdens placed upon trustees to follow the documents requirements and administer the trust funds appropriately. This is especially the case when it comes to tax compliance, investment management, beneficiary cashiering, and reporting. We can assist in all these areas along with Principal & Income reporting. Our systems over a robust user experience that can be uniquely designed in support of clients with trustee duties or professional trustees.