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Estate and Trust Planning

Ensuring the next generation is well cared for, providing for a charitable organization you support, seeking the transfer of a business to loved ones – each demands diligent estate and trust planning.

Metcalf Hodges can help ensure your goals are met and the effects of the estate and gift tax are minimized. We’ll work seamlessly with your estate attorney and other advisors on your estate plan team to help ensure your wishes are realized.

Our Estate and Trust Planning services include:

  • Accountings for trusts and estates
  • Asset protection
  • Beneficiary planning
  • Business succession and buy/sell agreements
  • Charitable remainder and lead trusts
  • Family limited partnerships and limited liability companies
  • Financial analysis of trust documents and wills
  • Generation-skipping trusts
  • Grantor retained trusts
  • Life insurance trusts
  • Pre- and post-mortem tax planning
For more information on our Estate and Trust Planning services, simply call

(360) 733-1010

or click here.