The ultimate goal of estate planning is to ensure the security of your family and other names in your Will. Our Trust & Asset Management Division will provide professional estate administration services that coordinate the tax, investment, administrative, and accounting aspects of estate administration.
- Arranging for probate
- Collecting, inventorying, valuing and protecting assets
- Managing assets
- Paying estate taxes, expenses, and debts
- Preparation and filing of tax returns
- Distribution of estate assets to beneficiaries
- Most importantly, we follow instructions outlined in your Will.