Trust And Estate Services

Preserve Your Wealth and Protect Your Legacy with Our Estate and Trust Services

At McPherson Finance & Investments, we specialize in helping clients secure their financial future and protect their assets for generations to come. Our estate and trust services are designed to ensure seamless wealth preservation and transfer, with a focus on minimizing taxes and mitigating financial risks.

Tailored Solutions

Plans designed to meet your unique needs.

Expert Guidance

Advisors with extensive experience in estate and trust management.

Comprehensive Support

Services covering every stage, from planning to administration.

We are Always Ready to Assist Our Clients

developing financial processes and procedures

Our Estate and Trust Services

These trusts help clients contribute to causes they care about while providing financial benefits for themselves and their families.

  • Estate Planning: We craft comprehensive estate plans that include wills, trusts, and other critical legal documents. Our advisors work with clients to identify tax implications and financial strategies, ensuring their assets are distributed according to their wishes while maximizing the transfer of wealth to future generations.
  • Trust Services: Our trust services help clients establish and manage trusts that align with their unique goals. From selecting trustees to creating custom trust structures, we provide expert guidance to ensure efficient wealth management and transfer.
  • Trust Administration: We offer full-spectrum trust administration services, including: Investment management Reporting and record-keeping Collaboration with trustees and beneficiaries to manage trusts per agreements and needs
  • Charitable Trusts: Support philanthropic goals while enjoying tax benefits and income streams through charitable trusts such as: Charitable Remainder Trusts Charitable Lead Trusts

“I cannot give you the formula for success, but I can give you the
formula for failure. It is: Try to please everybody.”
david oswald

How it Works
Comprehensive Assessment

We begin by assessing your financial situation, values, and long-term goals, including tax or legal considerations that may impact your estate and trust planning.

Customized Planning

Based on our findings, we create a tailored estate and trust plan designed to meet your specific objectives. This includes advice on wills, trusts, and strategies to minimize taxes and maximize benefits.

Implementation and Management

Our advisors assist in implementing your plan, helping to:

  • Select trustees and key personnel
  • Provide ongoing tax and trust management advice
  • Support with financial considerations over time
Trust Administration

We offer ongoing administrative support, including:

  • Investment management and reporting
  • Record-keeping for compliance
  • Ensuring the terms of the trust are honored
Services
Contacts
Visit Us Daily

411 University St, Seattle

Have Any Questions?

+61-MCPHERSON

Mail Us

[email protected]