Trust & Estate Planning Services

Whether you are in the phase of your life contemplating the distribution of personal possessions and wealth to your heirs or you are dealing with the unexpected health of a loved one, we are here to help our clients prepare. Our mission is to simplify your financial life, no matter what life transition you are in the midst of.

We take the word “fiduciary” seriously and know it is our desire and our duty to make decisions in your best interest at all times. To do that, we take the time to know your unique situation and your desired financial goals. These actions earn your trust. We provide clients with the peace of mind that comes with knowing your investments are continuously monitored and your obligations are being met.

Some of the services we typically provide are:

Working with your investment manager to coordinate your investment program and ensure your investment goals are considered.
Estimating tax payments accurately and making them on time.
Ensuring Required Minimum Distributions are easy by calculating the RMD, working with your accountant to withhold the appropriate amount for taxes and then depositing the net proceeds directly into your bank account.
Providing individual recurring bill pay services to put you at ease knowing your bills are being paid accurately and on time.
Acting as a personal representative for your estate by creating an inventory of assets, resolution of tax issues and settlement of the estate.
Providing custody services for the legal safekeeping and recordkeeping of your assets, as well as tracking inflows and outflows of those assets.
Reviewing your existing estate plans and discussing options and solutions to meet your goals.
Establishing the appropriate trust and acting as your trustee.