Estate, Trust & Gift Planning
Simon Lever Lead Advisors boast extensive experience in developing estate plans, establishing trusts, and planned giving.
Experts in Estate, Trust, and Gift Planning
Taxes are always complex, even more so when they’re tangled up with relationships and emotions. That’s what makes estate, trust, and gift planning a laborious process for many families, but you don’t need to navigate the complexities alone.
Simon Lever’s Lead Advisors offer expertise in developing estate plans, establishing a trust, or implementing effective strategies around planned giving.
Our Lead Advisor approach offers a significant advantage over typical estate planning firms, giving you one primary point of contact to discuss all questions and concerns with. We don’t just walk you through the numbers; we bring a fresh, objective perspective that outlines all the options so you can make the best decisions for your family.
Whether you want to keep the family business in the family or preserve your legacy with charitable giving, Simon Lever’s Lead Advisors will be by your side so you can make each decision with confidence.
Key Services
- Planning & Preparation
- Tax Savings Analysis
- Valuations
- Trust Analysis
- Charitable Giving Analysis
Meet Our Estate, Trust & Gift Planning Experts
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Service Done Differently
Service is at the heart of everything we do. Specializing in closely-held and family-owned organizations, we are deeply invested in the success of our clients. Our Lead Advisor approach gives each client access to an experienced professional who understands the value of asking the right questions and acting quickly on the solutions.