.png)
Expert Trust and Estate Management, Delivered with Exceptional Care.
We strive to be a trusted advisor and work hard to establish long-term relationships by helping our clients navigate through the lifecycle of their wealth.
Trust Services
- Administer complex personal and charitable trusts
- Serve as trustee, co-trustee, successor trustee and agent
- Accurate accounting of trust activity
- Investment management of trust assets
- Mandatory and discretionary distributions to beneficiaries
- Compliance to applicable law, including tax filings
Estate Settlement Services
- Probate of will
- Collection, inventory and valuation of assets
- Payment of debts
- Explore tax strategies to minimize estate, generation skipping and income taxes
- Distribution of assets pursuant to estate plan
- Coordinating the completion of estate tax returns
Tax Services
- Fiduciary income tax
- Personal income tax
- Estate and gift tax
- Private foundation
Delaware Trust Services
- Asset protection
- Multi-generational wealth transfer / Dynasty trusts
- Elimination or minimization of taxes on trust assets
- Investment flexibility
- High level of confidentiality