Trusts & Estates

Let our team handle all your trust and estate as well as any trustee services that you require

At HDA, we understand when a loved one is sick or has died, it is a difficult time for family members. For estates and trusts it is also a critical time in order to preserve hard-earned assets, both to enjoy during your lifetime and to pass along to your loved ones. We work with family members and their attorneys to make sure final wishes are satisfied.

• Trustee Services – We provide professional fiduciary services primarily as a trustee to carry out terms of a testamentary, special needs or living trust.
• Estate & Trust Services – We provide trust, estate and gift tax advice to fulfill personal goals, minimize estate taxes, and protect assets