Wealth Protection and Transfer

stis logoProtecting your wealth is essential for preservation and distribution down the line. We work closely with you, your lawyers and tax advisors to review your estate plans and ensure you avoid unnecessary risk.

Select a Service:

  • Estate Planning and Settlement Services

    Our complete list of services includes:

    • Revocable and irrevocable trust administration
    • Trusts under will
    • Personal Representative
    • Custodial and guardianship services
    • Estate administration, valuation and settlement
    • Charitable giving
    • Estate Planning
    • Tax efficient wealth transfer