Family Wealth, Estates and Trusts
You’ve worked hard to establish a solid financial foundation for yourself and generations to come. Preserving your wealth into the future is largely dependent on wise financial choices and plans that you make today. We can provide you with the right tools and tax saving strategies to equip you for those choices.
We realize that your financial situation is unique, and we provide you with advice customized to your situation. Cottrill Arbutina works with a multitude of individuals, families, and businesses to create custom, holistic plans of wealth transfer, management, and protection. We use a “team quarterback” approach to bring multiple advisors (insurance, legal, and investment advisory) together for relevant and efficient solutions to your complex issues.
Our services include, but are not limited to:
- Tax return preparation – individual, business, estate, gift, fiduciary
- Estate and wealth transfer planning
- Business succession planning
- Revocable trusts
- Custodial accounts
- Annuity and gift planning
- Charitable trusts
- Wealth management
Contact us today so that we can begin developing a customized financial plan for you.