Trust and Estates

Thoughtful planning with the help of qualified legal and tax advisors can minimize estate taxes and increase wealth for present interests and future generations. Often, this involves gifts to family members during one’s lifetime, creation of trusts during one’s lifetime that are tax efficient in benefiting charities and family members, creation of trusts that become active under wills and other techniques integral to effective estate planning.

To insure orderly distribution of assets to intended beneficiaries, to make sure tax and other liabilities of the estate are dealt with properly, to close the estate in reasonable time, and in many cases to avoid family conflict, appointing an experienced professional estate administrator can be an astute decision.