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Wealth Management

Estate and Trust

This is an area of intense specialization for Croskey Lanni because the tax compliance associated with estates and trusts often has profound financial and personal implications for you and your family. We understand the sensitivity of such matters and handle administration with a combination of professionalism, empathy and complete attention to detail. That starts with urging you to make arrangements related to personal and professional medical, legal, estate and trust matters well in advance of need.

There is much to consider, from strategies for minimizing or avoiding taxes, to designation of beneficiaries for monies and property, to dealing with government agencies and attorneys while administering and closing an estate. Businesses face additional issues, such as figuring out what happens if the owner dies suddenly, especially if plans have not been made ahead of time.

As your trusted advisor, we offer an array of services related to the preparation of final individual tax returns, handling fiduciary paperwork for estates and trusts, compiling gift tax documentation for charitable trusts and private foundations, and disposing of assets and property. We work hard to minimize expenses while fulfilling requirements related to probate filings and guardianship concerns. We're pleased to work with family members, advisors, estate executors and trustees for as long as our guidance is needed.

Our humanistic approach reduces the fear and anxiety associated with the death of a loved one or business associate; our objective is letting you focus on life.