Leadership • Experience • Results

Estate & Trust Tax Planning

Managing tax outcomes is critical in estate planning. A trust is another tool that can have excellent advantages for you, your business and your family. Working with you towards developing a comprehensive and advantageous tax plan is at the core of our services.

Lideres also assists with Estate Planning and Compliance matters by providing leadership as a Professional Executor.

Do you have questions about setting up a trust or require professional estate leadership? Contact us.