Estate planning is about more than reducing your estate tax. It's about taking care of those you leave behind—using your will and trusts to efficiently transfer your assets to your heirs. It's about managing your assets today—protecting them from unexpected life events and developing an estate closing process that takes into consideration the varied needs of your heirs. And it’s about using your assets to achieve your goals—finding tax-saving opportunities and reducing administrative costs.

HB's estate planning services include:

• Calculating your exposure to the estate tax
• Reviewing and recommending changes to your will and trusts based on your changing needs
• Planning for gifts
• Coordinating services with legal and financial advisors
• Preparing estate and gift tax returns
• Helping you set family estate planning goals