Trust & Estate Consulting, Reporting, and Administration

Protecting Your Assets with Estate and Trust Planning

Planning for the proper passing and protection of assets is critical for any business owner or investor. We will help you analyze your current estate situation and assist in developing a plan to pass your assets to those you care about. We will work directly with your attorney, trustee and investment advisors to facilitate a speedy resolution to the estate, and make certain that the transfer of your business and other assets to your beneficiaries is orderly and at the lowest tax rates possible. The current laws that impact Estates and Trusts are complex and are subject to change. We will work hard to make the planning and administration processes as simple as possible for you and your family.

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1401 E Douglas Ave, Wichita, KS 67211 • 316.264.7203 ph • 316.264.6481 fax
408 Fairview Ave, Ponca City, OK 74602 • 580.762.6355 ph • 580.762.9169 fax