Choosing the right type of trust depends on your goal – from transferring assets in a tax-efficient way to structuring charitable giving to administering a plan across generations.
Trust Approach
Trusts and estates are a key part of investment planning. We listen to your goals and priorities and collaborate with you and your attorney to determine the right structure for your will, trust or entire estate plan.
Trust Laws
If your estate plan will include an irrevocable trust, you may want to consider locating it in a state with trust-friendly laws. We can help you determine the optimal location for your trust.