Estates and Trusts

Business owners and managers spend much of their time thinking about business. You have spent years planning for and protecting the future of the business. As you reach your career milestones it is increasingly important to start planning for the financial future of your family.

What is the best way to protect your family’s financial future?

Fear of the unknown is present in all of us. We can reduce that fear by planning for it. Whether you are planning for life or planning for death, trusts can be used to protect your assets and direct how they should be used. We can help you work through the options and develop the plan that you want for the future.

Having a plan for the future is important. Implementing that plan is critical. We can help you implement your plan. We will help you with transferring assets, preparing reports and any other of the mundane tasks required of a good plan. We can also help with family meetings where you (we) explain the plan to the family.

It is uncomfortable to think about your personal future. But, the more you delay, the more uncomfortable it becomes. We can help you make the plan and then work the plan. Now is the time to get started.

Available Services

  • Full accounting services including posting entries and preparing financial statements.
  • Preparation of reports for government agencies, tax preparation and internal review purposes.
  • Assistance with liquidation and/or transfer of assets.