What type of investments are appropriate for a trust?
Our sister firm, Horizon Advisors, a registered investment advisor, can help.
Navigating the estate and gift landscape requires the help of trusted advisors. We can help you make sense of this increasingly complex area.
Our firm can handle any and all tax filings involving an estate or a gift.
We can work with your estate attorney to help you monitor and update your estate plan as needed. If you don't have an estate plan, we can help you decide if one is right for you. We can also recommend local estate planning attorneys to assist in the process.
Much of our estate and gift planning is coordinated with our sister firm, Horizon Advisors, a registered investment advisor. For more information as to how Horizon Advisors can help you plan for the future, please click here.