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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

How the SECURE Act Could Affect Your Retirement

The House of Representatives recently voted to approve the Setting Every Community Up for Retirement Enhancement or SECURE Act, which would expand access to retirement savings programs for part-time workers and people employed by small business owners. If the SECURE...

How to Stop the Paycheck to Paycheck Cycle

According to a 2017 study from Career Builder, nearly 78% percent of people live paycheck to paycheck, with little to no money left over after financial obligations are paid. This means that nearly 8 out of 10 workers may not be able to handle even a $500 emergency....

How to Spring Clean Your Personal Finances

Spring cleaning isn’t just for closets, windows, and garages. After tax season is a great time to take a look at your personal finances and spending habits, and make adjustments where needed. Organize Spending Habits Take stock of your spending routines and target...

Connect with Your Advisors

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

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