Estate & Trust
Planning for the distribution of your estate can be awkward, uncomfortable, or an educational and reassuring process — and that’s exactly what it is, a process. Our estate, gift and trust tax experts will guide you through this process in an organized, logical, comfortable manner, and work with your financial planning providers and attorneys to ensure that your goals and desires are built in to your estate plan. Our experience and expertise allow us to work with a broad array of trust vehicles, ranging from relatively simple plans to complex estates.
Estate & Trust Team Lead: Patty Chantler
7 Steps to Building a Successful Estate Plan