Estate and Trust Services
At Lewis & Knopf, we are committed to providing comprehensive estate planning services that ensure your legacy is protected and your family’s future is secure. Let us guide you through every step of the process.
Secure Your Legacy.
While an estate plan can’t transfer your memories and experiences, it ensures your assets are passed on in a way that reflects your values, goals, and the life you’ve lived. Estate planning also helps you take care of your family when you’re no longer able to do so yourself.
Our comprehensive estate planning services are available to you at every important life event. Effective planning adapts to personal life changes such as marriage, the birth of a child, divorce, substantial changes in your net worth, or moving to a new state.
Our team can assist you with:
- General Tax Consulting and Planning
- Estate and Trust Settlement Guidance
- Trust and Estate Administration
- Federal and State Fiduciary Income Tax Preparation
- Federal and State Estate and Gift Tax Preparation and Projection
- Post Mortem Tax Planning
- Trust Planning and Implementation
- Business Succession Planning
- Preparation of Court Accountings
- Charitable Gift Planning
- Asset Protection Planning
- Estate Planning Document Review
- Conservatorship Services