Tax, Trust & Estate Planning
Tax, Trust and Estate Planning
Wealth management is an intergenerational discipline that must include tax, trust and estate considerations. Experience has proven to us, time and again, that communication is essential among our clients’ financial advisors and their other professionals, including attorneys, accountants and family office administrators.
At Minot, we often serve as the convener of our client’s professional team and lead the discussion around comprehensive tax planning and wealth transfer strategies, within the context of our client’s wealth management plan. For new clients, we begin with the basics— a review of your family’s key documents, including: