Estate and Trust Services

Whether planning for the livelihood of future generations, considering a significant charitable contribution, or preparing for the succession of ownership for a small business, everyone has distinct goals and wishes for the progression of their estate.

Have you given serious thought to how your assets will be disbursed, how liabilities and complications will be allayed, and how your wishes will be carried out? A comprehensive estate plan is more than your Last Will and Testament–it involves making decisions about property, form of ownership, taxation, life insurance, and the transition of wealth through wills, trusts, and gifts.

HBE’s experienced Estate Planning Team can help guide you, creating estate and succession strategies that will safeguard the financial future of you and your loved ones.

Services we provide:

  • Tax planning and preparation
  • Estate/Trust bookkeeping
  • Financial planning
  • Succession planning
  • Valuation services
For further information on our small business and professional practice niche services, please contact us today at 402.423.4343.