We take pride in knowing our clients and their
families, our professionals having often served multiple
generations. When clients look to the future and are faced
with the hard choices of estate planning, They rely on
us to explain the intricacies of the estate plan, especially
the tax implications.
Combining personal understanding with years of
experience, our trust professionals collaborate with clients'
outside lawyers, accountants and insurance professionals to create
a completely integrated plan.
An estate plan encompasses lifetime issues as well as
post-mortem concerns. We will devise a plan that
makes use of the most sophisticated planning strategies - life
insurance trusts, dynasty trusts, charitable trusts and family
foundations - to ensure that a client's wealth is not decimated by
transfer and estate taxes.