Estate, Gift, & Trust

Planning for Your Legacy
A strategic legacy plan not only helps with minimizing estate taxes and ensuring end-of-life desires are met but can also provide clarity for the family after your passing.

Our professionals will take the time to get to know you, know your wishes, and help develop a plan that addresses your unique needs and concerns. Brady Martz uses a collaborative approach, working with your existing advisors and introducing new advisors to encompass the use of gifts and trusts in planning.

Regardless of age and complexity, everyone can benefit from a strategic legacy plan. Our Estate, Gift, & Trust professionals will guide you in developing a plan that allows for a transfer of wealth and peace of mind while minimizing tax exposure.

Brady Martz offers our clients thorough and professional services tailored to their individual needs. Our core services include:

• Estate Planning
• Gift Tax Planning
• Trust Planning
• Retirement Planning and Tax Projections
• Charitable Giving Planning
• Estate, Gift, and Income Tax Return Compliance