Estate & Trusts and Financial Planning

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Phil Booth
Phil BoothPartner
Shawn W. Hardister
Shawn W. HardisterPartner
Bert T. Mills
Managing Partner
Bert T. MillsManaging Partner

Moore Colson Estate & Trusts and Financial Planning Services offer unique solutions for every stage of an individual’s life. We develop estate and financial strategies for high net worth individuals and work closely with individual clients and corporate executives to review their financial and estate situation. We help our clients define a clear vision for their financial future by implementing their goals and using tax-efficient vehicles that allow for maximum wealth preservation while minimizing external risks.


  • Estate and gift planning and compliance
  • Succession planning
  • Employee benefit planning
  • Stock option planning
  • Asset allocation
  • Life insurance analysis
  • Property and casualty insurance planning
  • Short-term cash flow
  • Retirement cash flow
  • Survivor cash flow
  • Education funding


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