Individual Services

Estate and Trust Services

Protect Your Estate and Trust

Our estate and trust services are designed to help you protect your wealth and transfer as much as possible to your beneficiaries. Let us prepare your estate and trust income tax returns and guide you through the complex process of getting your financial affairs in order, ensuring that your hard work over the years will help you positively impact those you care about the most.

Recent Articles

Hidden Retirement Fees to Be Aware Of

Financial advisors commonly advise their clients to seek investments with high returns in order to maximize their retirement funds, but most investors don’t realize that high fees are eating into those earnings. While fund fees have steadily declined in recent years,...

Connect with Your Advisors

Peter A. McAllister, CPA
Daniel L. Kittell, CPA
Stephen E. Reed

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