Estate & Trust Services

Planning for the future is an important and ongoing process. Long-term financial security is a common goal for many of our clients. The estate and trust professionals at Cherry, Bekaert & Holland can lead you through a complex maze of interrelated planning decisions to help minimize tax transfers, and maximize wealth accumulation and equitable asset distribution to your heirs.

Through a proactive and consultative approach, our professionals build relationships with our clients in order to understand their unique financial situations. Whether selecting a trustee, sheltering your estate, managing your assets, finding tax-saving gift opportunities or devising a succession plan, you need a firm that can work with you and your family across a myriad of applicable tax laws and complicated planning situations. CB&H is that firm.

In addition to the wealth management advice and services provided by CB&H Wealth Management, L.L.C., our estate & financial planning professionals can assist you with a wide range of tax planning needs, including:

• Estate Planning
• Gift Tax Planning
• Income Tax Planning for Estates & Trusts – make informed decisions about distributions and accumulations that support interests and goals
• Business Succession Planning – ensure a smooth transition of closely held or family-owned businesses among generations
• Charitable Gifting Strategies
• Fiduciary Services
• Tax Compliance Services - Estate Tax, Gift Tax and Fiduciary Income Tax Returns