Trust Services

HOW DO WE DELIVER TRUST SERVICES?

We become responsible for the administration of the trust assets that we manage, the collection and distribution of income, processing of investment transactions, maintenance of all necessary records and accounts, and filing of all necessary tax statements. We also provide reports to clients as they request them. Typically, this is on a quarterly or yearly basis.

We attend to all aspects of the settlement of an estate, including disposition of real estate and other assets, and preparation of estate tax returns. Due to the knowledge and experience that we have acquired, we are often asked to serve as executors of estates for families who are not familiar with the process.