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Estate & Trust Tax Planning & Compliance

We offer tax planning services to our clients to minimize estate and income tax. We can assist the client’s legal counsel and investment advisors to meet the special needs of each client. In addition, for those that are confronted with managing assets for a trust or an estate, we can provide important guidance in complying with the tax laws.


To contact a trust and estate tax specialist, please contact:


Bob Beattie

Jesse Van Enk