Trusts & Estates
Your Future Is Safe
Whether for a business or individual, wealth preservation for future generations requires knowledgeable trust planning and estate tax minimization strategies. Sechrest & Bloom has extensive experience with trust & estate planning which includes succession planning, business continuity plans, charitable trusts, estate tax returns and more. With proper trust & estate planning, you can be confident your beneficiaries will receive assets with minimum taxation and at maximum ease. Our services span:
- Business continuity planning
- Charitable trusts
- Estate planning
- Estate tax returns
- Gift tax returns
- Succession planning
- Trust planning
- Trust tax returns
When needed, we work with a network of attorneys and other professionals to meet your goals in the following areas:
- Asset protection planning
- Charitable planning
- Elder care planning
- Estate planning documents
- Medicare / Medicaid planning
- Real estate planning
- Homestead exemptions
- Nominee real estate trusts
- Considering the proper ownership for your real estate
- Special needs planning
