Trusts & Estate Planning
Through our partner firms, helping customers to mitigate potentially large tax liabilities is an important aspect of our service. One of the key financial instruments used in that respect are trusts.
Professionally constructed trusts can help reduce estate (inheritance) taxes and allow you to stipulate exactly how and when your assets are passed to the beneficiaries. Furthermore, a trust may allow assets to pass outside of probate and may be distributed more quickly to beneficiaries than might otherwise be possible.