Comprehensive Estate and Trust Services for Lasting Legacy

Our estate and trust services offer a comprehensive solution to safeguarding and managing our clients’ assets throughout their lifetime and for future generations. Chris Morgan, an experienced estate planning professional, leads our team in creating customized estate plans that cater to the specific needs and objectives of each client.

  • Personalized Estate Planning: Chris Morgan works closely with each client to understand their unique financial situation, family dynamics, and long-term goals. Based on this information, he develops a tailored estate plan that may include wills, trusts, powers of attorney, healthcare directives, and other essential documents to ensure our clients’ wishes are fulfilled and their assets are protected.
  • Trust Creation and Administration: We assist clients in establishing various types of trusts, such as revocable, irrevocable, special needs, or charitable trusts, based on their specific needs and objectives. Our trust administration services ensure that trusts are managed effectively and in accordance with the trust’s provisions, enabling our clients to distribute their assets as intended.
  • Tax and Legal Considerations: Our team helps clients navigate the complex tax and legal implications associated with estate planning and trust administration. We provide guidance on minimizing estate and gift taxes, addressing probate issues, and ensuring compliance with applicable laws and regulations.
  • Asset Protection Strategies: We develop asset protection strategies that safeguard our clients’ wealth from potential creditors, legal disputes, and other risks. This may include the use of trusts, business entities, or other legal structures designed to preserve assets for our clients and their beneficiaries.
  • Philanthropic Planning: For clients who wish to create a lasting legacy through charitable giving, we offer expert guidance on developing philanthropic strategies that align with their values and goals. This may involve setting up charitable trusts, donor-advised funds, or private foundations to support the causes they care about.
  • Ongoing Support and Updates: Estate planning is an ongoing process that requires regular reviews and updates to reflect changes in our clients’ lives and the legal landscape. We provide ongoing support to ensure that our clients’ estate plans remain current and effective in achieving their goals.

In summary, our estate and trust services are designed to provide a comprehensive solution for clients looking to protect their wealth, manage their assets, and plan for the future. With personalized estate planning, trust administration, tax and legal guidance, asset protection strategies, and philanthropic planning, we have the expertise and resources to help our clients succeed in leaving a lasting legacy.


Wealth Management