Accountants and Business Consultants - “Counting Our Clients First”

Estates and Trusts

Often individuals become involved in an estate or trust because of the death or transition of a family member or friend.

We believe a key to truly serving a client is to help them understand the regulations governing these instruments but more importantly understanding the specific direction provided in a will or trust.

It is often not possible to simplify the clauses of a document but it is possible to understand and function comfortably inside them.

We know situations where use of a trust makes sense from a tax or protection goal, but also recognize that a document which is unworkable creates burdens that exceed the benefits.