Estate Planning and Trust Services


Our firm offers estate planning services and tax reduction strategies so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.


Estate planning and compliance services we provide include:

·         Planning and consultation of estates and gifts prior to death

·         Assisting surviving family members with the administration and tax filings

·         Planning and consultation on the use of trusts

·         Preparation of federal and state estate tax returns

·         Annual review of estate plans to determine whether changes need to be made based on ever-changing tax laws and suggest strategies to minimize the effect of these taxes.


Contact us at for further information on estate planning and trust services.