Estate/ Trust Planning Services

Preparing for your family's future is an extremely important part of any financial plan or strategy. Terra has extensive experience in estate and trust planning and compliance and will be happy to help with the following and more:

•      Estate and Trust Tax Planning and Consulting
•      Fiduciary Accounting
•      Gift Planning 
•      Business Succession Planning
•      Distribution and funding planning

Our Committment To Outstanding Quality

Our primary goal as a trusted advisor is to be attentive and to provide proactive and insightful advice to enable our clients to make informed financial decisions.

​We do not accept anything less from ourselves and this is what we deliver to you. ​