Estates & Trusts
For over six decades, we’ve been providing our clients with the peace of mind that comes from knowing their loved ones will be taken care of. With our trusted guidance, we’ll help you navigate the process of estate and trust planning one step at a time.
We’re here to help
No matter your age or situation, it’s never too early to plan for the unthinkable. Our team of skilled financial advisors can help you sort through the ins and outs of estate and trust planning to ensure that your wealth will be passed on according to your wishes.
Although these processes can feel overwhelming, Southard Beckham makes it simple—we take the lead with handling all necessary tax forms and returns, providing guidance to executors and trustees during the administration of the estate, and so much more. If you’re ready to take an important step toward financial security for both you and your family, contact us today. Let us give you one less thing to worry about.
- Estate Planning to simplify administration and minimize taxes
- Estate tax payment planning when the taxes cannot be avoided
- Estate plan adjustments for ever-changing tax laws
- Coordinate plan implementation with estate attorney, investment broker, and insurance agent
- Guidance for representatives during administration of estate
- Preparation of all estate and trust tax returns
When you’ve got tough questions, we’ve got experts with answers. Our dedicated team members are always easy to reach and ready to help.