ESTATE & TRUST PLANNING AND ADMINISTRATION

Services that go beyond the expected…..

No one knows what the future will bring, yet planning for it is essential to your peace of mind. Whether it is providing for the financial security of a surviving spouse, a college education, care for a special needs child, or ensuring that the value of your charitable donations is maximized, you can count on SME to devise an estate plan that will preserve your assets and fulfill your wishes.

Knowing you and your priorities allows our experienced professionals to utilize all available resources and to formulate a comprehensive strategic estate plan that will best serve your needs.

We offer a full range of services including:

• Estate and gift tax planning
• Wealth transfer and preservation
• Charitable giving planning
• Insurance analysis
• Business succession planning
• Business valuations
• Federal, state, estate and gift tax returns
• Post-mortem planning
• Executor assistance
• Judicial and non-judicial fiduciary accountings for trusts and estates
• Fiduciary income tax returns
• Retirement plan distributions
• Multi-generational planning
• Long-term care planning