Estate, Gift and Trust Services

Many have worked diligently to build an estate to pass along to heirs and benefit their favorite charities. Maximizing the amount passing to beneficiaries means planning to estate to minimize the tax bill.

To accomplish this, O'Sullivan Creel works with family members and trusted advisors to clearly identify the goals for the estate, business succession, retirement planning, and gift giving. Our strategy is to reduce the tax burden, both near and long term; ensure wishes are carried out; and accomplish a smooth resolution of all tax and estate matters.