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

Possible Drawbacks to Early Retirement

by Pete McAllister

Many workers dream of retiring early. Not everyone has a choice in the matter, but if you do, there are some disadvantages and challenges to be aware of. Even if you can afford to retire early, you might not want to. Here are some disadvantages to be aware of when it...

Essential Money Moves to Make Before the Year’s End

by Stephen Reed

The end of 2018 is quickly approaching, but there are a few key money moves you should make before the new year, especially in light of the Tax Cuts and Jobs Act. The higher standard deduction means more Americans will ditch itemizing their 2018 federal tax returns....

This is How Retirement Contribution Limits Are Changing for 2019

by Jean Miller

The Treasury Department has announced retirement plan contribution limits, which are adjusted annually, for 2019. Because inflation has gone up a bit recently, contribution limits are also going up, which means you can save more money next year. The maximum pre-tax...