Estate & Trusts and Financial Planning

Talk to an expert

Phil Booth
Partner
Phil BoothPartner
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.

Services

  • 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

 

In 2019, the shareholders of Moore Colson founded Magnolia Trust Company to provide trust administration services in a client-centered manner. Magnolia Trust Company provides superior individualized and independent trust administration services for high-net-worth individuals and families, including privately held business owners, foundations, family offices, and charitable organizations. The company works alongside the client’s team of advisors to develop and execute tax and dynastic trust planning strategies and goals, while integrating business and personal cash flow needs. To learn more, visit Magnolia Trust Company’s website.

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