At-A-Glance Solution Overview

  • We work with attorneys and accountants to ensure your wishes are carried out and the tax burden of wealth transfer is minimized
  • We provide insightful solutions based on our thorough understanding of your circumstances
  • We offer an array of trust services for all forms of revocable and irrevocable trusts
  • We can work with you and your attorney to create a new trust or we can be appointed the successor trustee for your existing trust

For expert assistance with your estate planning, contact us today or call us at (860) 450-7800.