Estate Planning

Estate Planning

Our Estate & Trust Group has comprehensive planning expertise in areas such as:

  • Succession plans for family-owned businesses
  • Comprehensive financial planning, risk assessment and wealth management plans
  • Creating a plan to care for a special needs child
  • Guidance in making charitable gifts (during life and at death)
  • Assistance with finding long-term care solutions

Wall Advisors Estate & Trust Group provides specialized tax planning and compliance services for individuals and those whom they choose to serve as their Executor and Trustee. Our planning process offers a unique partnership perspective. We approach estate planning opportunities with a comprehensive understanding of real-life application and desired outcomes. We work to understand your long-term goals and help to make sure short-term financial planning fits into your long-term estate and financial plan. We are not just an outsider pushing the hot topics and trends of the day, but rather a trusted advisor who remains in step with you, your wishes and your representatives.

Our professionals have the skills and expertise to prepare and file federal and applicable state estate tax returns, fiduciary income tax returns, and federal gift tax returns. We also have the experience to assist your chosen representative in the administrative duties associated with serving as an Executor or Trustee. As part of our comprehensive approach to your strategic estate planning needs, we thoroughly assess your wants and desires while reviewing your existing will and trust documents. We review your assets and delve into where you think your wealth will go, both in value and in actual transfer. We consider future plans regarding additional wealth accumulation, trusts, philanthropic goals, gifting and insurance needs. We then develop a personalized plan with continuous monitoring that will best fulfill the wishes of your legacy.

We work closely with your attorneys and financial or investment advisors, insurance agent and bank trust officer to customize and implement an estate and financial plan in your best interest and one that is prepared to adapt to life changes. We also have attorneys available who can assist you if you do not have one.

Our priority is our clients, and what we do for our clients is personal. It enhances your life’s work and future plans for yourself, your loved ones and your community

Financial ServicesEstate Planning