Trusts and Estates

Effective estate and trust planning is essential to ensuring a secure future for your family and business. At Kiefer Bonfanti, we advise individuals, families, businesses, and non-corporate trustees in all aspects of wealth and transition services. Kiefer Bonfanti is here to guide you from initial planning through life changes and updating your planning strategy as you head towards retirement, to estate administration and reporting.   We work closely with your team of advisors to ensure smooth transitions and operation of succession plans.

We can assist with the following services:

• Estate Planning, including charitable planning, life insurance planning, succession planning, trusts, and gifting through a process, including:
  • Analysis of Current Financial Position
  • Family Focus, Mission and Goals
  • Plan Design
  • Plan Implementation
  • Monitoring of Financial Position and Adjusting Estate Plan as Needed

• Trust Administration, including:
  • Guiding Personal Representatives in the Administration of an Estate
  • Guiding Non-Corporate Trustees in the Administration of Trusts and Compliance with Applicable Laws and Regulations
  • Fiduciary Accounting

• Tax Preparation, including:
  • Fiduciary
  • Estate
  • Gift