Estate & Tax Planning
A tailored and well-crafted estate plan assures that a client's legacy will be passed on according to his or her particular preferences, and provides for maximum protection against wealth reduction due to taxes and other risks.
Meeting diverse needs
Our Trust Advisory Group consists of a deep bench of experienced trust professionals—many of whom are attorneys. These individuals work closely with our clients and their outside advisors to develop and implement sound estate plans.
Together, we evaluate a client's specific objectives, which typically include:
- Transferring wealth to spouses, children, grandchildren and other family members
- Minimizing federal and state transfer taxes on wealth transfers
- Protecting family wealth against risks posed by bankruptcy, divorce and other risks
- Charitable giving
- Business succession planning
- Effective long-term management of a family's investments
Ongoing communication
In conjunction with family counsel, our professionals can assist clients through the complexities of estate planning as well as provide focus for clients with numerous goals or considerations. Through frequent, personal discussions, our clients can feel confident about their decisions.
How Can We Help You?
Whatever your objective, we bring the commitment, experience, and expertise to help you achieve your goals.
Individuals & Families
A full range of services tailor-made to fit your individual needs.
Institutions
Put our proven investment management and counseling service to work for you and your organization.