You don’t have to be wealthy or run a business to plan ahead; you just need a clear vision for the future. We offer a team that specializes exclusively on trusts and estates to help create plans, something most firms can’t offer.
Our advisors help clients safeguard their legacies, structure trusts wisely, and manage the tax impact of transferring wealth. From protecting loved ones to supporting charitable causes or securing long-term wealth, our trust & estate team delivers clear, tailored guidance backed by decades of experience.
Our services span every aspect of estate planning, including business transitions and IRA planning, with no detail overlooked. And as laws shift, so do we — adjusting your plan with you in mind.
With DDK, you’ll get the technical depth of a national firm with the personal attention of a trusted advisor.
Trust & Estate Services:
- Review and analysis of wills and trusts
- Charitable gift planning and gift tax planning, including private foundations
- Estate tax planning and tax return preparation, including federal gift and estate tax returns, applicable state inheritance tax returns and fiduciary income tax returns
- Review of life and other insurance needs
- Business succession planning
- Planning for IRA and qualified plan distributions
