Estate And Trust Planning

No one likes to think about what will happen once they’re gone, but it’s an absolute necessity if you want your assets handled appropriately.

At Tardy & Co.,PC, we’ll sit down and talk with you to create an estate and trust plan based on your wishes and ideals. Our goals are to help you minimize the impact of estate and gift taxes, so that more of your money goes to the people you love, and provide you peace of mind knowing your requests are being respected and executed.

Our estate and trust planning services include:

  • Financial analysis of trust documents and wills
  • Life insurance trusts
  • Grantor retained trusts
  • Qualified personal residence trusts
  • Charitable remainder and lead trusts
  • Family limited partnerships
  • Generation-skipping trusts
  • Beneficiary planning
  • Business succession and buy/sell agreements
  • Asset protection
  • Pre- and post-mortem tax planning
  • Accountings for trusts and estates

For more information and to set up a consultation today, give us a call at (505) 255-1617 or email us at