Estate and Tax Planning

A tailored and well-crafted estate plan helps to assure your legacy will be passed on according to your vision while seeking to provide protection against wealth reduction due to taxes and other risks.

Succession Planning Strategies

Our Trust Advisory Group consists of experienced professionals who work closely with you and your legal and tax advisors to develop and implement a sound estate plan.

Together, we evaluate your specific objectives, which typically include:

  • Transferring wealth to spouses, children, grandchildren and other family members
  • Minimizing federal and state taxes on wealth transfers
  • Assessing charitable giving strategies
  • Effective long-term management of a family's investments