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estate planning

Holmquest Tax & Trust has extensive experience tailoring estate plans for clients and their unique goals and wishes.

As you age, your estate planning needs change, and we will work with you at each milestone, including:

Ensuring young families with minor children have guardianship nominees in place for the unexpected catastrophe. Family trusts are funded for children's welfare, support, and education until they become adults. And, ensure safeguards are in place to protect their inheritance.
Creating living trusts to avoid costly probate, allowing the efficient and timely flow of assets to your beneficiaries while safeguarding assets from creditors and divorced spouses.
Establishing irrevocable trusts and life estates for asset protection from potential nursing home expenses to preserve those assets for the stay-at-home spouse and your heirs while working with you to plan and pay for the care you'll want and deserve.
Planning for individuals seeking to establish a legacy of charitable endeavors and gift giving.
Providing for your surviving spouse while ensuring your children from a prior marriage are provided for.
Tax planning and strategies to minimize and pay for the estate tax burden.