Maximize your financial legacy by planning for what’s beyond the horizon.

Trust & estate planning allows you the freedom to grow, protect, and preserve wealth for your family and legacy. A properly designed plan addresses the integration of business interests, personal assets, family, and philanthropy. We work closely with family members, personal representatives, and attorneys to help minimize estate taxes and assure fulfillment of the estate plan. We prepare the necessary tax returns, including the estate and fiduciary income tax returns.

A valuable tool in estate planning is the use of one or more trusts. Proper structuring can ensure that family wealth can benefit multiple generations. With their expert knowledge, Delap professionals guide trustees through the administration of a trust and assist in complying with federal and state tax requirements. We will also assist in trust funding and related asset selection and disclaimer education and planning.