Estate & Trust Planning and Administration
Guidance for the planning process
Estate planning helps clients build, preserve, and enjoy their financial resources while transferring wealth to the next generations.
Laredo & Smith provides personalized attention to clients and their families, helping them create estate plans that meet their goals through a series of informed decisions. We counsel clients on how to protect family assets both during their lives and during the lives of their beneficiaries. We explore a range of effective asset protection tools, together with arrangements to limit estate taxes, minimize probate, and support charitable organizations. If desired by our clients, we also provide administration for the arrangements that we help clients to create.
Building on experience
We help clients with all aspects of estate planning and trust administration. We have over 40 years of experience preparing wills, trusts, and other important estate planning documents. We also advise clients in the creation and succession of businesses. We work closely with our clients and their other advisors to create estate plan arrangements that serve our clients through the evolving stages of their lives.