Trust and Estate Planning Advice from a Team of Specialists
While many people appoint a family member or friend to administer their trust or estate, it may not be in their best interest, mainly due to lack of experience.
We will support your trust and estate needs and handle every detail, alleviating the burden from your loved ones. While we don’t take the place of your attorney or accountant, we can act as a trusted member of your team of advisors.
Example of trusts under administration:
- Revocable Living Trusts
- Family and Marital Trusts
- Irrevocable Trusts
- Life Insurance Trusts
- Charitable Trusts, Foundations, and Endowments
- Directed Trusts
- Special Needs and Settlement Protection Trusts