Solutions: Estate Planning Services

It is never too early to begin planning for your estate. The Estate Planning Services of Bennett, Hutt & Co. are designed to assist our clients in addressing tough but inevitable issues. Most importantly, we work with our clients to ensure adequate systems are set up to implement their goals and desires for an orderly transfer of their assets.

In collaboration with legal counsel and/or referral to our affiliate, The Law Offices of Louis G. Hutt, Jr., Bennett, Hutt & Co.’s Estate Planning Services include:

  • Quantifying potential estate tax liabilities
  • Defining available savings options and alternatives
  • Inventorying probate versus non-probate assets
  • Assisting in the development of key financial and tax provisions for Last Will and Testament
  • Evaluating Living Trust tax accounting and filing requirements
  • Estate counseling

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