Estate and Trust

We Guide You Through Every Step

Having your financial affairs in good order is the best way we know to give you and your family lasting peace of mind.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

For business owners, providing for business continuity and succession of ownership is essential. At Colby McGeachy, we can guide you through the complex process of getting your financial affairs in order.

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As a full-service firm we offer all the accounting and professional services you might require. Ask us how we can help with your Estate and Trust planning.