Services
Estate Planning
Overview
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.
How We Help
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