Wills & Estate Planning Services

Estate planning is not only for the wealthy. Girard Partners can help you ensure that the greatest amount of your assets go to your beneficiaries, while minimizing your probate court involvement and tax burden. In collaboration with your legal counsel, we can consult with you on:

• Will preparation and probate assistance
• Ensuring sufficient liquidity
• Determining how assets are owned and distributed
• Income tax planning and preparation
• Transfer of your business or partnership