Estate & Trust

Make a plan for your legacy and set up a trust or explore other options to ensure your family’s well-being with our experienced estate and trust planning services team.

Estate & Trust Planning Services

Secure your legacy and protect the financial security of those most important to you with our comprehensive estate and trust planning services. We guide you through every step of planning for your beneficiaries, helping you to keep transfer taxes to a minimum while ensuring a smooth transition of assets and business affairs. Our team of experts crafts personalized strategies to safeguard your family’s future, providing the reassurance you need to guarantee your intentions are honored in the end.

Our team can help you with the following:

  • Estate tax planning
  • Estate settlement
  • Trust and estate administration
  • Fiduciary income tax return
  • Legacy planning
  • Trust planning
  • Business succession planning
  • Court accounting
  • Charitable gift planning
  • Asset protection planning
  • Estate planning review
  • Financial conservator services

Estate & Trust Team

Gaye Davis headshot
Gaye Davis
Estate & Trust Partner
Ray Ferguson headshot
Ray Ferguson
Estate & Trust Partner
Tim Graves headshot
Tim Graves
Partner in Charge of Estate & Trust Department
Hope Wegrzynowicz headshot
Hope Wegrzynowicz
Estate & Trust Manager

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