Estates & Trusts
We partner with you to plan and preserve your financial well-being, for now and generations to come.
We provide the right tools and strategies to preserve your assets and protect your estate from transfer taxes. Working with your attorney, financial planner and life insurance agent, we’ll help craft a plan to effectively preserve your wealth and other assets, including optimizing your company’s succession.
Trust Consulting and Tax Return Preparation
The reasons that you create a trust are as personal as they are financial. We can help evaluate alternative strategies to accomplish your goals, including:
- Revocable living, irrevocable family and insurance trusts
- Charitable trusts, foundations and family limited partnerships
- Annuities and gifts
- Guardianships, conservatorships and custodial accounts
- Minor, education, qualified personal residence and special needs trusts
Estate and Trust Administration: During Life and After Death
A trustee’s fiduciary duty to manage your trust effectively and carry out your wishes, during your lifetime and upon your death, requires diverse skills. The ASL team has the comprehensive experience and skills to assist you and your survivors in all phases of estate and trust administration and tax compliance, including preparation of the Form 706 estate tax return.
Estate Planning Tools:
This guide is designed to show you the need for estate planning and the estate planning tools and strategies available to help you ensure your loved ones’ future financial security and keep transfer taxes to a minimum.
Use this checklist to see if it’s time to revisit your estate plan.