Trust and Estate planning

Windham Brannon offers the expert trust and estate planning services you need to effectively pass on the financial legacy achieved over your lifetime. The secure transfer of assets from one generation to the next requires you name names, clarify your goals, and detail your wishes €”and our trust and estate professionals can help you do that in a way that benefits you, as well as your heirs, the causes you support, and other beneficiaries.

Successful trust and estate planning involves retirement planning, gifting, reducing the tax burden on loved ones and philanthropic planning. Our professionals take a personal approach to working with you, your family, and other advisors to address interwoven elements and ensure comprehensive and smooth resolution to your all of your estate challenges.

Trust & Estate Planning and Administration

Gift Tax Planning & Compliance

Retirement Planning

Ownership Governance & Communication

Insurance Planning

Charitable Planning & Objectives

Family Limited Partnerships

Grantor Retained Annuity Trusts

Sales to Intentional Grantor Trusts

Charitable Lead & Remainder Trusts

Private Foundations

Family Planning