Services
Estate Planning and Administration
Estate Planning
We provide tailored solutions to protect your legacy now and for future generations. We understand that nothing can be certain in life, and that planning for your legacy, now and for the future, requires a strategic partner to guide you. HM understands that all client legacies are complex at every stage of life, and provides integrated strategic solutions tailored to individual needs.
Estate Administration
Heston Morton provides support to our clients during challenging times. We understand the complexities and sensitive legal issues involved in estate administration, and strive to steer our clients through this process with compassion and diligence. We provide fiduciary guidance during all steps of the estate administration process to ensure compliance with the estate plan put in place and to ensure the fulfillment of legacy objectives.
Estate Planning Services
Heston Morton provides expertise to help each client navigate its legacy by providing guidance in the following areas:
- Traditional estate planning strategies, such as revocable living trusts
- Providing for financial and medical decision-making in the event of incapacity
- Providing for minor children
- Lifetime gifting and tax reduction strategies
- Wealth replacement strategies
- Solutions for complex family structures and relationships
- Minimization and/or deferral of state and federal estate taxes and generational taxes
Estate Administration Services
Heston Morton provides expert guidance to help businesses and individuals navigate:
- Managing assets in accordance with the estate plan
- Funding trusts
- Obtaining appraisals and asset valuations
- Preparing estate tax returns
- Preparing fiduciary income tax returns