Equitable Trust assists clients in formulating and implementing their estate plans. The process is one of sharing our knowledge and experience with clients’ other family advisors to develop comprehensive estate and wealth transfer plans reflective of specific goals and vision. We encourage reviews of wills, trust documents and wealth transfer strategies to confirm present intent and consistency with current tax rules, case law and regulations.
Review will and trust
Wealth allocations among generations
Family gifting strategies
Charitable gifts and bequest
Business succession and family investment transition