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
When It’s Time to Take Money Out of Retirement Plans
The term "distributions" refers to money withdrawn from a retirement plan. Generally, traditional IRA and 401(k) account holders are eligible to take penalty-free distributions at age 59 1/2, but the IRS doesn't require distributions [...]
Tax Strategies Behind Donating Appreciated Investments
With the new tax laws and the market doing especially well the past couple of years, donating appreciated investments provides a great way to support a cause close to your hearts with the bonus [...]
Thinking Ahead: Estate Planning If You’re Under 40
The sooner you plan, the more prepared you'll be for life's unexpected twists and turns. You can start now, regardless of your net worth. You might still be paying off student loans or credit cards [...]
