Estate Planning and Trustee Services
We help to ensure tax-efficient and effective preservation and distribution of your estate in accordance with your wishes. (Trustee and/or executor’s services on request.)
Here are the types of questions we can help you with:
- What is the best way to distribute my estate?
- How can I minimize income tax and probate fees?
- Should I be setting up a trust now? In my will?
- Do I need to keep my life insurance?
- How can I provide for an heir who has little experience with money?