Estate and Trust Planning & Administration

We specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect and preserve wealth and assets for both your own retirement and for future generations.

Trust accountings, which are required by trustees, will allow them to comply with the provisions of the Uniform Principal and Income Act while also limiting their future liability by putting beneficiaries on notice of the trust’s activity.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.

Client Center

- Individual Clients
- Business Clients

How to Review My 1040
Using File Exchange

Our Blog

Hurricane Preparedness

July 5, 2016

Hurricane season is here again and it is time to make sure that you are prepared. Here are a few things that you can do now ahead of any storms.

Read More...

Phone: (941) 739-0920 • Fax: (941) 739-9822