The mission of the Estate and Trust Department at Brett & Daugert is to guide, counsel and assist our clients in making legal and financial arrangements that protect and benefit themselves, their families and their communities, both during life and after death. Our clients are individuals, families and charities who value life and intend a legacy for future generations.

It is important to us that our clients feel heard and understood. We attend to each client as a unique individual or family, listen to learn their particular life circumstances, and create plans that work for them. We help our clients recognize their issues and determine their needs, offering thoughtful responses, analysis, and options.

The work we do helps people give security to their families, and meaning to their lives. We enjoy our work because we help people with some of life's most important decisions.

An inheritance can assist or damage survivors, depending upon how it is planned. Thoughtful estate planning can help define family relationships and promote harmony. Planning can also increase the assets available to survivors and charities by reducing income, gift and estate taxes.

We utilize all available tools, including:

• Wills
• Revocable and Irrevocable Trusts
• Gifting plans
• Formation of limited partnerships and limited liability companies
• Prenuptial and property status agreements
• Retirement account distribution planning
• Business succession planning
• Charitable gift planning
• Gift and estate tax planning
• Estate and trust administration
• Preparation of estate tax returns