Proper trust and estate planning is critical to a smooth transition for both business and personal assets. The tax law is both complex and ever changing and our role is to ensure the most efficient transfer of assets and to minimize the tax impact to your beneficiaries and successors.
Shogren & Associates will work closely with your attorney in both the planning and execution of your trust and estate planning; ensuring that the strategy put forth will achieve all of your financial goals. We work hard to maintain our strong reputation for excellence in providing white glove support to our clients.
Our services don’t just stop at trust creation. Our Administrative services take the pressure off of your family or business with our Trustee services as well as court and non-court accountings for all forms of fiduciary entities.