W&CO works with their clients and their advisors in estate and trust planning in order to minimize federal, individual or estate taxes. Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. W&CO’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Our services are tailored to each client’s needs and can include:

• General estate and trust planning
• Trustee services
• Review of current wills
• Tax planning for new wills
• Consulting related to market trends
• Consulting related to CRWT
• Consulting related to GRUT
• Gift Giving
• Charitable Remainder Trusts
• Granter Remainder Trusts
• Marital Residual Trusts
• Grantor Revocable Trusts

Request information about Trust & Estate Services below