A carefully designed trust is appropriate for anyone who owns a home, investments, bank accounts, retirement plans, collectibles or other valuable personal belongings. As you work with your attorney to prepare your trust document, we as trustee or co-trustee can help you:

• Administer and provide care for you and/or your spouse should you
  become incapacitated
• Safeguard your assets from probate
• Provide for the care and future needs of young or incapacitated heirs
• Provide help in meeting the future financial needs of a spouse, significant other or children
• Help with the transition of assets to beneficiaries during a time of grief
• Prepare and complete trust, estate, inheritance and personal tax returns

Trust Services & Administration

• Providing tax-efficient cash flow
• Simplifying finances with bill payment and tax management
• Expediting confidential transfers of wealth
• Shielding assets from unnecessary transfer taxes
• Providing for charitable giving
• Administering the financial activities of a deceased family member’s estate
• Coordinating tax and regulatory filings