We work with individuals, family and organizations.
We work with family members and professionals such as lawyers and accountants.
We work with financial advisors, such as brokers, money managers and insurance agents.
Our aim is enable trust assets to last throughout future generations’ lifetimes.
The fiduciary responsibilities involved with trust management are complicated. To properly assume fiduciary responsibilities, you need advanced legal, accounting, and tax know-how just to start.
We are here to help.
Free trust document and estate plan review available.
Connect with our friendly, knowledgeable people to discuss:
Estate Tax Exemption Sunset: Are You Prepared?, with Chief Fiduciary Officer Michael Dunn. You don’t want to miss this!