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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

by Pete McAllister

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,...

How to Handle an Inherited IRA

by Daniel Kittell

You have several options when you inherit an IRA, so it’s no wonder that most people on the receiving end have questions about taking distributions, tax implications, and incorporating the inheritance into their existing financial plan. For starters, it helps to...

How to Determine if Your Taxes Will Increase for the 2019 Tax-Filing Season

by Jean Miller

President Trump signed the Tax Cuts and Jobs Act in December of last year, but the income tax credits, deductions, and individual tax rates aren’t applicable until the 2019 tax-filing season. Various factors, such as your tax bracket, can influence whether your taxes...