Estates & Trusts

We partner with you to plan and preserve your financial well-being, for now and generations to come.

We provide the right tools and strategies to preserve your assets and protect your estate from transfer taxes. Working with your attorney, financial planner and life insurance agent, we’ll help craft a plan to effectively preserve your wealth and other assets, including optimizing your company’s succession.

Trust Consulting and Tax Return Preparation

The reasons that you create a trust are as personal as they are financial. We can help evaluate alternative strategies to accomplish your goals, including:

  • Revocable living, irrevocable family and insurance trusts
  • Charitable trusts, foundations and family limited partnerships
  • Annuities and gifts
  • Guardianships, conservatorships and custodial accounts
  • Minor, education, qualified personal residence and special needs trusts

Estate and Trust Administration: During Life and After Death

The team at Abbott, Stringham & Lynch possesses the comprehensive knowledge and experience, plus the detail-oriented organizational skills needed to assist you, your executor, and your survivors in all phases of estate and trust administration and tax compliance, including preparation of the Form 706 estate tax return.

Estate Planning Tools:

Use this checklist to see if it’s time to revisit your estate plan.

Check-Up Checklist

A blog to spur thought and family conversations around managing and transferring family assets and wealth.

Insight on Estate Planning Blog

Take a deeper dive into the articles written by our Family Wealth and Individual Tax Group. Presented in a conversational format, we break down important topics and updates to help keep you informed on current income tax and estate planning issues important for now and in planning for your future.

Family Wealth and Estate Planning Podcast