Full-service estate planning can involve tax and financial planning. In fact, many clients have estate planning work done for the sole purpose of tax planning as part of their overall financial planning, both during life and upon death. Trust is able to provide new families with high-quality estate planning documents for a fee significantly lower than full-service estate planning firms because Trust does not provide tax and financial planning services. Trust does not provide counsel for those who require comprehensive estate planning related tax and financial services, such as tax minimization techniques, business succession planning, or investment guidance.
