Creating the right trust plan to protect and grow your assets.
Our clients work hard for their money and assets. That’s why they turn to us for help when it comes time to protecting what they’ve built. When you have assets you want to protect, grow and pass on, setting up the right trust or estate plan is a critical step. We are experts in helping you decide the right type of trust or estate plan depending on your unique goals.
Untangling a multi-generational family trust
Find out how we helped a family to set aside differences and find a way to move forward. Click here to read their story.
Serving as an alternate economic resource for the diverse needs of the individual with special needs.
Find out how we helped a client by settting up and administering a Special Needs Trust for their daughter.
Click here to read the story.
Act as Trustee, Co-Trustee, or Agent for Trustee
We can work with you in a variety of ways in administering a number of different types of trusts, including but not limited to:
- Revocable & Irrevocable Trusts
- Testamentary Trusts
- Marital / QTIP Trusts
- Family Trusts
- Charitable Trusts
- Special Needs Trusts
- Standby Trust
- Spendthrift Trusts
Manage Real Estate assets held in Trust
Trust accounts often include real estate. Other trust companies tend to shy away from taking on these assets due to the amount of work involved. We embrace these efforts, which can include reviewing insurance coverage, coordinating all maintenance, completing a physical walk-through inspection on an annual basis, working with realtors to prepare for rental or sale of property, and scheduling environment and hazard reviews.
Prepare all required tax filings
Together with our accounting partners, we handle all of the obligations of your trust for tax season. As a key part of our overall financial management strategy, we ensure that your investments are held in the strongest position for tax advantage.
Bill Paying services
Our clients love to work with us because we take the hassle, headache, and administration out of trust and estate planning. Your life is busy enough without having to manage the day-to-day logistics of your trust accounts. We handle all of the administrative tasks for you, just as we do with our partnership and corporate clients, while maintaining a clear view of your entire financial picture.