Image of Home Logo

Estate | Gift | Trust Planning

Berdon builds flexibility into estate, gift, and trust plans — recognizing that changes occur in your life and new circumstances must be reflected in your overall planning. Working in concert with your attorney, insurance specialist, and other advisors, we ensure that your planning is fully coordinated with your short- and long-term needs and goals. Our teams will review wills and your insurance portfolio and examine trust instruments and schedules of assets. We can develop gifting programs and explain the advantages of using life insurance as a part of your estate plan. Our valuation professionals can establish the value of businesses and other assets for estate and gift tax planning and administration.

Click here for Fiduciary Accounting for Trusts and Estates Services.