As you continue to acquire assets and build your net worth, it is essential that you preserve your wealth and plan for the future. Our team specializes in helping families and businesses plan for their finances and manage taxes effectively regarding estates and trusts administration.
Estates and Trusts
We help you preserve your assets and build generational wealth
How We Help you Manage your Assets
Estate Planning
It’s never too early to plan for the future. Estate planning allows you to safeguard your legacy and transfer your wealth to the people you love. The experienced estate and trusts team at Peters, Brown works closely with you to execute your estate plan.
It’s never too early to plan for the future. Estate planning allows you to safeguard your legacy and transfer your wealth to the people you love. The experienced estate and trusts team at Peters, Brown works closely with you to execute your estate plan.
Tax Services
Capital gains tax on asset disposal can erode family wealth. We help you strategize on minimizing tax through tax deferral or transfer opportunities. Our tax experts collaborate with the estate and trusts team to analyze your tax situation and implement the most effective estate tax solutions.
Capital gains tax on asset disposal can erode family wealth. We help you strategize on minimizing tax through tax deferral or transfer opportunities. Our tax experts collaborate with the estate and trusts team to analyze your tax situation and implement the most effective estate tax solutions.
Trust Administrative Services
As your trust and estate representatives, we work closely with you to ensure that your family and loved ones are adequately planned for and taken care of. We help our clients achieve peace of mind knowing that their assets and wealth will be distributed as intended.
As your trust and estate representatives, we work closely with you to ensure that your family and loved ones are adequately planned for and taken care of. We help our clients achieve peace of mind knowing that their assets and wealth will be distributed as intended.
Charitable Donations
Our strategic alliances with not-for-profit organizations equip us with the expertise in helping you plan for charitable bequests. We identify and implement charitable opportunities that are tax-efficient and help you maximize your wealth transfer abilities.
Our strategic alliances with not-for-profit organizations equip us with the expertise in helping you plan for charitable bequests. We identify and implement charitable opportunities that are tax-efficient and help you maximize your wealth transfer abilities.
Why Peters Brown
We have a reputation for dealing with sensitive matters in the most appropriate and effective ways. Our team applies expertise with empathy while acting as your estate and trust representatives and helping you plan for your family and business’s wealth.
At Peters, Brown, we are your trusted partners, and we ensure that your estate planning concerns are addressed. We take every ounce of worry off your shoulders, allowing you to have confidence in your family’s welfare and wealth management.
Our expert estate planning professionals focus on possible scenarios that are unique to our clients. We create an environment of trust and communication while giving you a sense of comfort and reassurance that your assets will be effectively managed.
Our Process
Consultation
Our initial consultation step for estate and trusts services allows us to piece important information into a holistic view of your current situation. We dedicate our resources to understanding your unique family or business situation, and we identify possible opportunities or challenges as you move through various phases in life.
Our initial consultation step for estate and trusts services allows us to piece important information into a holistic view of your current situation. We dedicate our resources to understanding your unique family or business situation, and we identify possible opportunities or challenges as you move through various phases in life.
Planning
Our initial consultation step for estate and trusts services allows us to piece important information into a holistic view of your current situation. We dedicate our resources to understanding your unique family or business situation, and we identify possible opportunities or challenges as you move through various phases in life.
Our initial consultation step for estate and trusts services allows us to piece important information into a holistic view of your current situation. We dedicate our resources to understanding your unique family or business situation, and we identify possible opportunities or challenges as you move through various phases in life.
Execution
We execute well-planned estate and trusts solutions while partnering with legal and financial advisors to manage your assets appropriately. Our collaborative teams ensure that you have a tax-efficient wealth transfer plan for now and in the future.
We execute well-planned estate and trusts solutions while partnering with legal and financial advisors to manage your assets appropriately. Our collaborative teams ensure that you have a tax-efficient wealth transfer plan for now and in the future.