Estate and Trust Services

There are many reasons to create an estate plan. You may want to:

• Control asset distribution to beneficiaries
• Plan for the possibility of future incapacity
• Avoid family infighting upon your death

Maybe you need “special purpose” planning for the maintenance of a child or adult with disabilities or want to provide a one-time (or ongoing) charitable gift.

We spend a great deal of time understanding your needs so that the right estate plan can be created to achieve your goals. As CPAs, we can address tax-related issues and may be able to reduce or eliminate federal gift and estate taxes. We also understand the stress and tension that may occur in families during a time of grief.

David Holland and Steve Tacinelli can personally serve as professional trustees to carry out the intentions you specify in your Trust.