Estate & Trust Advisory Services
Preparing your estate and trust can be an overwhelming process. At SSF, our priority is to ensure that your goals and wishes are fully reflected and achieved in your estate plan with as little stress on you as possible. Our estate, gift and trust tax experts will guide you through the process in an organized, friendly and comfortable manner while making sure that your financial planning providers and attorneys are all on the same page. We can also provide Court and Trust Accounting, as well as international wealth compliance and consulting for those with global wealth. Having the authority to determine how your assets are handled is a powerful advantage, and we’re here to help make sure that your vision comes true.
Why Choose SSF?
Your vision for your legacy is unique, and that’s why we tailor every service to the individual needs of our client. We understand the interplay of income, gift and estate taxes and the effect they have on your succession plan. Our established practice has the experience and expertise to not only reach your immediate goals, but proactively prepare your plan for the future circumstances and hurdles that may arise. When you choose SSF, you’re choosing a partner that will always have your best interests at heart.
Benefits of a Trust
Minimize legal costs and other fees
Keep income, estate and inheritance taxes to a minimum
Minimize the time delay in distributing assets from the estate to the intended beneficiaries
Ensure that assets are distributed to the intended beneficiaries and according to your wishes
Increase privacy and avoid public records in probate
Ready to take the first step in planning your estate and trust?
Blog Insights From Our Estate & Trust Team
13 Tips for Effective Estate Planning
As your family grows, your estate matures and your assets become more substantial, it’s probably time to start thinking about an estate and trust plan. Estate and trust planning is a crucial step for [...]
Top 40 Succession Planning Tips
Top 40 Tips for Succession Planning Whether you’re a business owner planning for retirement or an individual planning for your family’s future, it’s important to have a good succession plan. Having a well-developed succession [...]
Charitable Estate Planning
Charitable Estate Planning Using Charitable Trusts, Donor Advised Plans and Family Foundations for tax advantaged wealth transfer For many individuals and families with substantial wealth, estate planning conversations focus on maximizing after tax value [...]
